+28.0%
NBIS vs IEF
-1.9%
+30.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.5% | -7.2% | -6.2% |
| 7D | -22.4% | +0.9% | -23.3% | -21.8% |
| 30D | -39.1% | +3.1% | -42.2% | -38.7% |
| 3M | -37.3% | -1.4% | -36.0% | -36.4% |
| 6M | -19.8% | -1.6% | -18.2% | -18.8% |
| YTD | +69.1% | -2.1% | +71.2% | +70.4% |
| 1Y | +28.0% | -2.0% | +30.0% | +30.2% |
| All | +28.0% | -1.9% | +30.0% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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