+479.4%
NBIS vs IP
-19.6%
+499.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +1.4% | -11.4% | -10.3% |
| 7D | -10.5% | -0.3% | -10.2% | -10.4% |
| 30D | -37.7% | +7.9% | -45.6% | -39.1% |
| 3M | -54.6% | -15.3% | -39.2% | -52.6% |
| 6M | -44.1% | +10.5% | -54.6% | -47.4% |
| YTD | +38.4% | -9.4% | +47.8% | +38.3% |
| 1Y | +30.7% | -4.6% | +35.4% | +27.5% |
| All | +479.4% | -19.6% | +499.0% | +583.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling