+1,101.8%
NBIS vs INDA
-12.6%
+1,114.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -0.2% |
| 7D | +17.8% | -2.6% | +20.4% | +22.0% |
| 30D | +30.5% | -2.9% | +33.5% | +35.9% |
| 3M | +9.2% | +2.4% | +6.8% | +5.7% |
| 6M | +153.2% | -2.6% | +155.8% | +160.4% |
| YTD | +187.1% | -10.0% | +197.1% | +234.7% |
| 1Y | +151.1% | -7.7% | +158.8% | +175.5% |
| All | +1,101.8% | -12.6% | +1,114.4% | +1,477.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 all: compounded portfolio wealth divided by compounded INDA 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…
all analysis · Full analysis span regression · 6 months rolling