+248.8%
NBIS vs IP
-18.9%
+267.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.2% | +5.3% | +7.3% |
| 7D | +8.2% | -5.3% | +13.5% | +8.8% |
| 30D | +3.4% | -10.9% | +14.2% | +4.5% |
| 3M | -12.8% | +11.2% | -24.0% | -15.1% |
| 6M | +131.5% | -10.2% | +141.8% | +131.3% |
| YTD | +170.5% | -2.0% | +172.4% | +168.9% |
| 1Y | +248.8% | -19.1% | +267.9% | +241.3% |
| All | +248.8% | -18.9% | +267.7% | +241.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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