+28.0%
NBIS vs IGV
-8.7%
+36.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.9% | -7.6% | -7.3% |
| 7D | -22.4% | -7.5% | -14.9% | -18.0% |
| 30D | -39.1% | -5.6% | -33.5% | -36.1% |
| 3M | -37.3% | +1.5% | -38.8% | -37.8% |
| 6M | -19.8% | +17.1% | -36.9% | -28.8% |
| YTD | +69.1% | -2.0% | +71.1% | +90.8% |
| 1Y | +28.0% | -7.5% | +35.5% | +61.4% |
| All | +28.0% | -8.7% | +36.7% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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