-99.2%
NVD vs IBB
+64.8%
-164.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.2% | +6.1% | +1.6% |
| 7D | -7.7% | -1.7% | -6.0% | -9.1% |
| 30D | -5.8% | +4.9% | -10.7% | -0.6% |
| 3M | -23.2% | +24.2% | -47.4% | -0.9% |
| 6M | -49.7% | +23.8% | -73.6% | -34.1% |
| YTD | -47.7% | +23.0% | -70.6% | -31.4% |
| 1Y | -61.3% | +46.2% | -107.5% | -36.2% |
| 3Y | -99.2% | +64.8% | -164.0% | -98.2% |
| All | -99.2% | +64.8% | -164.0% | -98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling