+1,022.8%
NBIS vs IAG
+238.8%
+784.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.8% |
| 7D | -0.8% | -1.1% | +0.3% | -0.5% |
| 30D | -13.4% | +12.1% | -25.5% | -17.0% |
| 3M | +1.0% | +25.5% | -24.5% | -7.6% |
| 6M | +100.5% | -7.1% | +107.6% | +97.9% |
| YTD | +168.3% | +22.9% | +145.4% | +143.3% |
| 1Y | +151.8% | +83.3% | +68.4% | +105.3% |
| All | +1,022.8% | +238.8% | +784.0% | +579.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling