-7.8%
NVTS vs IBB
+36.3%
-44.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.9% | +7.2% | +7.7% |
| 7D | +2.7% | +1.4% | +1.3% | +0.2% |
| 30D | -4.5% | +10.5% | -14.9% | -19.9% |
| 3M | -61.5% | +23.6% | -85.2% | -73.5% |
| 6M | +28.0% | +22.6% | +5.4% | -10.9% |
| YTD | +65.3% | +25.7% | +39.6% | +11.2% |
| 1Y | +113.0% | +51.4% | +61.6% | +6.9% |
| 3Y | +34.7% | +64.4% | -29.7% | -38.6% |
| All | -7.8% | +36.3% | -44.1% | -50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling