-5.0%
NXT vs IBB
+36.8%
-41.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.5% |
| 7D | -5.7% | -1.4% | -4.4% | -4.8% |
| 30D | +18.5% | +6.8% | +11.7% | +13.7% |
| 3M | -4.1% | +9.2% | -13.3% | -10.3% |
| 6M | -20.3% | +28.3% | -48.7% | -34.9% |
| YTD | +15.5% | +29.4% | -13.9% | -9.0% |
| 1Y | -5.0% | +33.2% | -38.1% | -27.8% |
| All | -5.0% | +36.8% | -41.7% | -27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling