+1,022.8%
NBIS vs IEF
+2.5%
+1,020.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.9% |
| 7D | -0.8% | -1.3% | +0.5% | -3.6% |
| 30D | -13.4% | -1.7% | -11.6% | -16.5% |
| 3M | +1.0% | -2.5% | +3.6% | -4.6% |
| 6M | +100.5% | -3.3% | +103.8% | +83.4% |
| YTD | +168.3% | -2.8% | +171.1% | +150.1% |
| 1Y | +151.8% | -2.7% | +154.5% | +136.7% |
| All | +1,022.8% | +2.5% | +1,020.2% | +1,295.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling