+1,040.6%
NBIS vs IBN
-0.8%
+1,041.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.7% |
| 7D | +8.3% | -5.5% | +13.8% | +11.9% |
| 30D | +18.1% | -3.4% | +21.5% | +20.4% |
| 3M | +7.8% | +8.7% | -0.9% | +1.8% |
| 6M | +136.6% | +3.7% | +132.8% | +128.3% |
| YTD | +172.5% | -2.4% | +174.9% | +172.4% |
| 1Y | +144.3% | -8.1% | +152.3% | +149.8% |
| All | +1,040.6% | -0.8% | +1,041.4% | +987.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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