+1,040.6%
NBIS vs IR
-27.1%
+1,067.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -4.6% |
| 7D | +8.3% | -3.1% | +11.4% | +10.7% |
| 30D | +18.1% | -14.0% | +32.1% | +31.0% |
| 3M | +7.8% | +3.7% | +4.0% | +3.0% |
| 6M | +136.6% | -15.4% | +151.9% | +163.3% |
| YTD | +172.5% | -7.7% | +180.2% | +181.8% |
| 1Y | +144.3% | -8.8% | +153.1% | +153.4% |
| All | +1,040.6% | -27.1% | +1,067.7% | +1,355.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling