+2,490.2%
NVDL vs IBB
+49.7%
+2,440.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | -10.3% | -4.2% | -6.1% | -6.1% |
| 30D | -7.1% | +1.1% | -8.2% | -8.6% |
| 3M | +6.6% | +19.0% | -12.5% | -13.4% |
| 6M | +21.1% | +18.9% | +2.2% | -1.4% |
| YTD | +15.2% | +20.3% | -5.1% | -7.6% |
| 1Y | +18.8% | +41.5% | -22.7% | -22.0% |
| 3Y | +649.9% | +60.3% | +589.6% | +334.7% |
| All | +2,490.2% | +49.7% | +2,440.5% | +1,595.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling