+1,119.4%
NBIS vs IBB
+43.0%
+1,076.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.2% | +9.9% | +9.8% |
| 7D | +22.2% | -1.7% | +23.9% | +23.9% |
| 30D | +29.7% | +4.9% | +24.9% | +21.4% |
| 3M | +11.9% | +24.2% | -12.4% | -14.9% |
| 6M | +173.0% | +23.8% | +149.2% | +108.7% |
| YTD | +191.4% | +23.0% | +168.4% | +125.0% |
| 1Y | +280.7% | +46.2% | +234.5% | +142.7% |
| All | +1,119.4% | +43.0% | +1,076.4% | +657.0% |
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 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