+129.4%
NVT vs IBB
+86.1%
+43.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +8.0% | -0.5% | +8.5% | +8.4% |
| 30D | -24.8% | +4.6% | -29.3% | -26.3% |
| 3M | -32.4% | +6.8% | -39.2% | -35.4% |
| 6M | -33.5% | +23.1% | -56.6% | -42.8% |
| YTD | +13.2% | +26.0% | -12.8% | -4.5% |
| 1Y | +9.0% | +30.4% | -21.4% | -10.3% |
| 3Y | +129.4% | +85.4% | +44.0% | +44.5% |
| All | +129.4% | +86.1% | +43.3% | +44.5% |
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 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