+248.8%
NBIS vs IJR
+25.5%
+223.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.4% | +7.1% | +6.9% |
| 7D | +8.2% | -0.2% | +8.4% | +8.6% |
| 30D | +3.4% | -2.4% | +5.8% | +7.8% |
| 3M | -12.8% | +3.9% | -16.8% | -15.0% |
| 6M | +131.5% | +12.4% | +119.1% | +102.6% |
| YTD | +170.5% | +21.5% | +149.0% | +126.9% |
| 1Y | +248.8% | +24.0% | +224.8% | +197.4% |
| All | +248.8% | +25.5% | +223.3% | +197.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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