+248.8%
NBIS vs IEF
-0.2%
+249.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | 0.0% | +7.5% | +7.4% |
| 7D | +8.2% | -0.3% | +8.5% | +7.8% |
| 30D | +3.4% | -0.8% | +4.2% | +2.2% |
| 3M | -12.8% | -1.0% | -11.8% | -14.4% |
| 6M | +131.5% | -2.8% | +134.3% | +105.6% |
| YTD | +170.5% | -1.5% | +172.0% | +162.9% |
| 1Y | +248.8% | -0.4% | +249.2% | +300.8% |
| All | +248.8% | -0.2% | +249.0% | +300.8% |
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