+688.3%
NVDL vs IBB
+63.1%
+625.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -0.9% |
| 7D | -0.8% | -3.9% | +3.0% | +3.5% |
| 30D | +3.4% | +2.7% | +0.7% | 0.0% |
| 3M | +8.1% | +21.4% | -13.2% | -14.8% |
| 6M | +31.9% | +20.1% | +11.8% | +5.2% |
| YTD | +21.1% | +21.9% | -0.8% | -5.3% |
| 1Y | +34.0% | +44.1% | -10.1% | -16.3% |
| All | +688.3% | +63.1% | +625.2% | +357.6% |
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