+248.8%
NBIS vs IR
-1.2%
+250.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.3% | +6.2% | +7.0% |
| 7D | +8.2% | -2.8% | +11.1% | +9.4% |
| 30D | +3.4% | -15.1% | +18.5% | +9.9% |
| 3M | -12.8% | +6.1% | -18.9% | -15.1% |
| 6M | +131.5% | -16.8% | +148.3% | +148.5% |
| YTD | +170.5% | -3.5% | +174.0% | +190.9% |
| 1Y | +248.8% | -3.5% | +252.3% | +307.0% |
| All | +248.8% | -1.2% | +250.0% | +307.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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