+3.6%
NVT vs IBB
+42.2%
-38.6%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +2.6% | -15.3% | -13.4% |
| 7D | -19.5% | +2.2% | -21.7% | -20.0% |
| 30D | -32.4% | +6.3% | -38.7% | -33.5% |
| 3M | -30.3% | +16.3% | -46.6% | -34.6% |
| 6M | -30.4% | +30.0% | -60.4% | -39.6% |
| YTD | +11.3% | +31.1% | -19.8% | -4.0% |
| 1Y | +3.6% | +42.0% | -38.4% | -14.5% |
| All | +3.6% | +42.2% | -38.6% | -14.5% |
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