+28.0%
NBIS vs IJR
+24.2%
+3.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.3% | -8.0% | -9.2% |
| 7D | -22.4% | +2.3% | -24.7% | -25.9% |
| 30D | -39.1% | +2.8% | -42.0% | -42.3% |
| 3M | -37.3% | -4.6% | -32.7% | -31.0% |
| 6M | -19.8% | +5.7% | -25.4% | -24.6% |
| YTD | +69.1% | +19.9% | +49.2% | +27.9% |
| 1Y | +28.0% | +24.2% | +3.9% | -6.4% |
| All | +28.0% | +24.2% | +3.8% | -6.4% |
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