-51.3%
NVO vs IBB
+63.1%
-114.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.7% |
| 7D | -4.7% | -3.9% | -0.8% | -2.0% |
| 30D | -5.4% | +2.7% | -8.2% | -7.4% |
| 3M | +7.0% | +21.4% | -14.4% | -7.1% |
| 6M | +17.6% | +20.1% | -2.5% | +2.8% |
| YTD | -8.0% | +21.9% | -29.9% | -20.6% |
| 1Y | -13.8% | +44.1% | -58.0% | -33.8% |
| All | -51.3% | +63.1% | -114.4% | -63.4% |
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