+3,738.6%
NVO vs IBB
+560.8%
+3,177.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.5% |
| 7D | +2.2% | +1.4% | +0.7% | +1.6% |
| 30D | +6.0% | +10.5% | -4.5% | +1.6% |
| 3M | +7.9% | +23.6% | -15.8% | -1.3% |
| 6M | +27.1% | +22.6% | +4.5% | +16.6% |
| YTD | -3.8% | +25.7% | -29.5% | -12.7% |
| 1Y | -12.8% | +51.4% | -64.2% | -26.6% |
| 3Y | -46.3% | +64.4% | -110.7% | -56.3% |
| 5Y | +3.6% | +22.1% | -18.6% | -6.5% |
| 10Y | +157.0% | +132.5% | +24.6% | +77.7% |
| All | +3,738.6% | +560.8% | +3,177.8% | +1,450.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling