+28.0%
NBIS vs IT
-17.9%
+45.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.5% | -8.1% | -6.0% |
| 7D | -22.4% | -5.5% | -16.9% | -23.7% |
| 30D | -39.1% | +10.3% | -49.5% | -35.4% |
| 3M | -37.3% | +11.5% | -48.8% | -31.6% |
| 6M | -19.8% | +40.3% | -60.1% | +1.3% |
| YTD | +69.1% | -17.9% | +86.9% | +89.3% |
| 1Y | +28.0% | -8.8% | +36.8% | +45.7% |
| All | +28.0% | -17.9% | +45.9% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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