+28.0%
NBIS vs IJH
+17.8%
+10.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.6% | -7.3% | -8.2% |
| 7D | -22.4% | +1.7% | -24.1% | -25.8% |
| 30D | -39.1% | +1.2% | -40.4% | -40.7% |
| 3M | -37.3% | -3.4% | -33.9% | -30.7% |
| 6M | -19.8% | +3.7% | -23.5% | -22.6% |
| YTD | +69.1% | +13.9% | +55.2% | +30.5% |
| 1Y | +28.0% | +17.4% | +10.6% | -4.9% |
| All | +28.0% | +17.8% | +10.2% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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