+248.8%
NBIS vs IBB
+51.5%
+197.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.9% | +8.4% | +8.2% |
| 7D | +8.2% | +1.4% | +6.8% | +6.8% |
| 30D | +3.4% | +10.5% | -7.1% | -7.7% |
| 3M | -12.8% | +23.6% | -36.5% | -32.8% |
| 6M | +131.5% | +22.6% | +108.9% | +79.8% |
| YTD | +170.5% | +25.7% | +144.8% | +102.9% |
| 1Y | +248.8% | +51.4% | +197.4% | +128.1% |
| All | +248.8% | +51.5% | +197.3% | +128.1% |
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