+118.7%
NBIS vs IRE
-85.3%
+204.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -7.8% | +2.7% | -2.6% |
| 7D | +8.3% | +7.9% | +0.4% | +5.6% |
| 30D | +18.1% | +9.3% | +8.8% | +12.6% |
| 3M | +7.8% | -52.3% | +60.1% | +20.6% |
| 6M | +136.6% | -38.5% | +175.0% | +110.7% |
| YTD | +172.5% | -54.8% | +227.4% | +141.5% |
| All | +118.7% | -85.3% | +204.0% | +131.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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