-99.2%
NVD vs IBB
+62.8%
-162.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +0.9% |
| 7D | +0.5% | -3.9% | +4.4% | -3.6% |
| 30D | -9.3% | +2.7% | -12.0% | -6.3% |
| 3M | -22.1% | +21.4% | -43.4% | -2.1% |
| 6M | -45.8% | +20.1% | -65.9% | -31.6% |
| YTD | -46.7% | +21.9% | -68.6% | -30.7% |
| 1Y | -59.5% | +44.1% | -103.6% | -34.2% |
| 3Y | -99.2% | +63.4% | -162.5% | -98.2% |
| All | -99.2% | +62.8% | -162.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling