+1,022.8%
NBIS vs IJR
+24.0%
+998.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -2.5% |
| 7D | -0.8% | -2.2% | +1.4% | +2.9% |
| 30D | -13.4% | -4.6% | -8.8% | -5.8% |
| 3M | +1.0% | +0.2% | +0.8% | +2.2% |
| 6M | +100.5% | +14.7% | +85.8% | +61.6% |
| YTD | +168.3% | +18.9% | +149.4% | +106.6% |
| 1Y | +151.8% | +19.9% | +131.8% | +91.0% |
| All | +1,022.8% | +24.0% | +998.8% | +712.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling