+212.0%
NXT vs IBB
+60.4%
+151.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +2.0% | +1.9% |
| 7D | -9.4% | -0.5% | -8.9% | -9.0% |
| 30D | +15.1% | +4.6% | +10.6% | +11.6% |
| 3M | -9.1% | +6.8% | -15.9% | -14.1% |
| 6M | -30.3% | +23.1% | -53.4% | -41.5% |
| YTD | +9.1% | +26.0% | -16.9% | -10.4% |
| 1Y | +7.9% | +30.4% | -22.5% | -13.7% |
| 3Y | +176.5% | +85.4% | +91.1% | +58.7% |
| All | +212.0% | +60.4% | +151.6% | +113.0% |
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