+1,101.8%
NBIS vs IR
-26.6%
+1,128.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | 0.0% |
| 7D | +17.8% | -1.9% | +19.7% | +19.3% |
| 30D | +30.5% | -15.0% | +45.6% | +46.0% |
| 3M | +9.2% | -0.4% | +9.6% | +7.8% |
| 6M | +153.2% | -15.0% | +168.2% | +181.0% |
| YTD | +187.1% | -7.1% | +194.2% | +195.5% |
| 1Y | +151.1% | -7.5% | +158.6% | +157.2% |
| All | +1,101.8% | -26.6% | +1,128.4% | +1,426.3% |
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