+0.7%
NVO vs IBB
+20.0%
-19.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.8% |
| 7D | -4.7% | -3.9% | -0.8% | -2.5% |
| 30D | -5.4% | +2.7% | -8.2% | -7.0% |
| 3M | +7.0% | +21.4% | -14.4% | -4.7% |
| 6M | +17.6% | +20.1% | -2.5% | +5.4% |
| YTD | -8.0% | +21.9% | -29.9% | -18.3% |
| 1Y | -13.8% | +44.1% | -58.0% | -30.3% |
| 3Y | -50.3% | +63.4% | -113.6% | -62.5% |
| 5Y | +0.7% | +19.8% | -19.1% | -10.7% |
| All | +0.7% | +20.0% | -19.3% | -10.7% |
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 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