+410.8%
NVT vs IBB
+20.0%
+390.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -1.9% |
| 7D | +7.0% | -3.9% | +10.9% | +9.5% |
| 30D | -2.3% | +2.7% | -5.1% | -4.5% |
| 3M | -3.1% | +21.4% | -24.4% | -15.3% |
| 6M | +47.0% | +20.1% | +27.0% | +29.2% |
| YTD | +56.2% | +21.9% | +34.3% | +35.7% |
| 1Y | +74.5% | +44.1% | +30.4% | +35.9% |
| 3Y | +184.0% | +63.4% | +120.7% | +102.1% |
| 5Y | +410.8% | +19.8% | +391.0% | +294.4% |
| All | +410.8% | +20.0% | +390.8% | +294.4% |
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 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