+1,040.6%
NBIS vs ITOT
+32.1%
+1,008.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.4% | -3.2% |
| 7D | +8.3% | -2.0% | +10.3% | +14.9% |
| 30D | +18.1% | -2.0% | +20.0% | +25.4% |
| 3M | +7.8% | +4.5% | +3.2% | -2.2% |
| 6M | +136.6% | +12.6% | +123.9% | +77.8% |
| YTD | +172.5% | +12.0% | +160.5% | +112.7% |
| 1Y | +144.3% | +17.3% | +127.0% | +71.5% |
| All | +1,040.6% | +32.1% | +1,008.4% | +702.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling