+30.7%
NBIS vs IR
+10.2%
+20.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.3% | -9.6% | -9.8% |
| 7D | -10.5% | +2.5% | -13.0% | -11.5% |
| 30D | -37.7% | +9.2% | -46.9% | -39.8% |
| 3M | -54.6% | +0.9% | -55.5% | -54.6% |
| 6M | -44.1% | +19.2% | -63.3% | -48.6% |
| YTD | +38.4% | +7.5% | +31.0% | +41.5% |
| 1Y | +30.7% | +11.7% | +19.0% | +37.0% |
| All | +30.7% | +10.2% | +20.5% | +37.0% |
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