+28.0%
NBIS vs IR
+11.7%
+16.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.2% | -6.5% |
| 7D | -22.4% | +11.6% | -34.0% | -26.1% |
| 30D | -39.1% | +7.2% | -46.3% | -40.8% |
| 3M | -37.3% | -5.9% | -31.4% | -35.3% |
| 6M | -19.8% | +11.5% | -31.2% | -23.8% |
| YTD | +69.1% | +6.3% | +62.7% | +69.1% |
| 1Y | +28.0% | +9.1% | +18.9% | +31.4% |
| All | +28.0% | +11.7% | +16.3% | +31.4% |
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