+136.0%
NVO vs IBB
+125.5%
+10.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.3% | -2.2% |
| 7D | -7.6% | -4.2% | -3.3% | -5.4% |
| 30D | -6.0% | +1.1% | -7.1% | -6.6% |
| 3M | -0.8% | +19.0% | -19.8% | -9.7% |
| 6M | +16.5% | +18.9% | -2.4% | +6.0% |
| YTD | -11.1% | +20.3% | -31.5% | -19.7% |
| 1Y | -16.7% | +41.5% | -58.2% | -30.7% |
| 3Y | -52.9% | +60.3% | -113.2% | -63.4% |
| 5Y | -3.0% | +18.7% | -21.7% | -14.1% |
| All | +136.0% | +125.5% | +10.5% | +55.7% |
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