+28.0%
NBIS vs IOT
+8.2%
+19.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.1% | -10.8% | -6.0% |
| 7D | -22.4% | -0.5% | -21.9% | -22.4% |
| 30D | -39.1% | +1.0% | -40.1% | -39.0% |
| 3M | -37.3% | +10.9% | -48.2% | -35.8% |
| 6M | -19.8% | +39.9% | -59.7% | -16.3% |
| YTD | +69.1% | +20.8% | +48.3% | +74.0% |
| 1Y | +28.0% | +10.6% | +17.5% | +33.4% |
| All | +28.0% | +8.2% | +19.9% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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