+1,022.8%
NBIS vs ITOT
+33.2%
+989.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -4.0% |
| 7D | -0.8% | -0.9% | +0.1% | +1.7% |
| 30D | -13.4% | -1.5% | -11.9% | -9.6% |
| 3M | +1.0% | +3.6% | -2.5% | -6.1% |
| 6M | +100.5% | +13.7% | +86.8% | +46.7% |
| YTD | +168.3% | +12.9% | +155.3% | +104.2% |
| 1Y | +151.8% | +17.2% | +134.6% | +76.7% |
| All | +1,022.8% | +33.2% | +989.5% | +670.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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