+180.5%
NXT vs IBB
+56.5%
+124.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +2.8% |
| 7D | +2.9% | -1.7% | +4.5% | +4.1% |
| 30D | -17.2% | +4.9% | -22.1% | -20.7% |
| 3M | -32.0% | +24.2% | -56.2% | -43.3% |
| 6M | -15.8% | +23.8% | -39.6% | -29.6% |
| YTD | -1.9% | +23.0% | -24.9% | -17.8% |
| 1Y | +22.5% | +46.2% | -23.7% | -10.6% |
| 3Y | +100.5% | +64.8% | +35.7% | +28.2% |
| All | +180.5% | +56.5% | +124.1% | +95.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling