+1,101.8%
NBIS vs IBM
+9.5%
+1,092.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.4% | -4.8% | -2.6% |
| 7D | +17.8% | +3.6% | +14.2% | +16.3% |
| 30D | +30.5% | +1.5% | +29.0% | +29.6% |
| 3M | +9.2% | -12.9% | +22.1% | +12.7% |
| 6M | +153.2% | -3.9% | +157.1% | +147.6% |
| YTD | +187.1% | -17.3% | +204.5% | +206.9% |
| 1Y | +151.1% | -5.0% | +156.1% | +135.6% |
| All | +1,101.8% | +9.5% | +1,092.3% | +896.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 IBM 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