+70.9%
NVT vs IBB
+51.5%
+19.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +3.0% |
| 7D | +5.1% | +1.4% | +3.7% | +4.4% |
| 30D | -3.7% | +10.5% | -14.2% | -8.6% |
| 3M | -10.1% | +23.6% | -33.8% | -21.2% |
| 6M | +37.5% | +22.6% | +14.8% | +20.7% |
| YTD | +53.7% | +25.7% | +28.1% | +32.8% |
| 1Y | +70.9% | +51.4% | +19.5% | +35.1% |
| All | +70.9% | +51.5% | +19.4% | +35.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling