-42.8%
NVTS vs IBB
+37.5%
-80.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +1.7% | +7.8% | +6.8% |
| 7D | +1.5% | -1.8% | +3.4% | +6.1% |
| 30D | -23.8% | +5.1% | -28.9% | -28.6% |
| 3M | -30.6% | +10.7% | -41.3% | -41.5% |
| 6M | -48.4% | +22.9% | -71.3% | -63.8% |
| YTD | +20.6% | +26.7% | -6.1% | -19.3% |
| 1Y | -2.5% | +35.1% | -37.7% | -41.3% |
| 3Y | +44.0% | +80.2% | -36.2% | -43.8% |
| All | -42.8% | +37.5% | -80.3% | -68.1% |
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 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