+1,040.6%
NBIS vs IAG
+236.0%
+804.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.2% | -2.9% | -4.4% |
| 7D | +8.3% | -4.1% | +12.4% | +9.7% |
| 30D | +18.1% | +10.6% | +7.4% | +13.5% |
| 3M | +7.8% | +35.4% | -27.6% | -3.7% |
| 6M | +136.6% | -9.5% | +146.1% | +135.2% |
| YTD | +172.5% | +21.8% | +150.7% | +147.9% |
| 1Y | +144.3% | +84.1% | +60.1% | +99.1% |
| All | +1,040.6% | +236.0% | +804.6% | +591.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 3y: compounded portfolio wealth divided by compounded IAG 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…
3y analysis · Full analysis span regression · 6 months rolling