+543.2%
NBIS vs IR
-14.9%
+558.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | +0.3% | -17.1% | -17.0% |
| 7D | +6.9% | +4.2% | +2.6% | +4.0% |
| 30D | -37.8% | +8.1% | -45.9% | -40.9% |
| 3M | -50.4% | +0.7% | -51.0% | -50.6% |
| 6M | -28.2% | +16.6% | -44.8% | -36.8% |
| YTD | +53.7% | +7.8% | +45.9% | +42.8% |
| 1Y | +36.3% | +9.9% | +26.4% | +24.2% |
| All | +543.2% | -14.9% | +558.1% | +637.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling