+479.4%
NBIS vs IBB
+46.6%
+432.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.4% | -9.5% | -9.4% |
| 7D | -10.5% | -0.5% | -10.0% | -9.2% |
| 30D | -37.7% | +4.6% | -42.3% | -39.0% |
| 3M | -54.6% | +6.8% | -61.4% | -57.5% |
| 6M | -44.1% | +23.1% | -67.2% | -56.0% |
| YTD | +38.4% | +26.0% | +12.4% | +6.4% |
| 1Y | +30.7% | +30.4% | +0.4% | -3.1% |
| All | +479.4% | +46.6% | +432.8% | +257.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling