+18.8%
NVDL vs IBB
+42.3%
-23.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.4% | -3.3% | -3.8% |
| 7D | -8.7% | -5.2% | -3.5% | -5.3% |
| 30D | -1.3% | +1.5% | -2.8% | -2.2% |
| 3M | +11.4% | +22.1% | -10.8% | -7.1% |
| 6M | +22.9% | +17.7% | +5.2% | +5.4% |
| YTD | +15.4% | +20.2% | -4.8% | -2.5% |
| 1Y | +18.8% | +44.4% | -25.7% | -18.8% |
| All | +18.8% | +42.3% | -23.6% | -18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling