+1,266.3%
NVDL vs IBB
+56.7%
+1,209.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.5% | -3.5% |
| 7D | -24.8% | -0.5% | -24.3% | -24.4% |
| 30D | -48.0% | +4.6% | -52.6% | -49.9% |
| 3M | -51.5% | +6.8% | -58.4% | -54.7% |
| 6M | -54.9% | +23.1% | -78.0% | -64.4% |
| YTD | -39.2% | +26.0% | -65.3% | -53.3% |
| 1Y | -41.1% | +30.4% | -71.5% | -56.8% |
| 3Y | +262.9% | +85.4% | +177.5% | +84.6% |
| All | +1,266.3% | +56.7% | +1,209.6% | +756.3% |
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