+36.3%
NBIS vs IP
-7.8%
+44.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -2.1% | -14.8% | -16.5% |
| 7D | +6.9% | -0.9% | +7.7% | +7.1% |
| 30D | -37.8% | +6.7% | -44.5% | -38.3% |
| 3M | -50.4% | -16.6% | -33.8% | -49.5% |
| 6M | -28.2% | +6.0% | -34.2% | -30.5% |
| YTD | +53.7% | -10.7% | +64.4% | +53.4% |
| 1Y | +36.3% | -6.7% | +43.0% | +35.5% |
| All | +36.3% | -7.8% | +44.2% | +35.5% |
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