+1,101.8%
NBIS vs IWD
+35.4%
+1,066.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -0.3% |
| 7D | +17.8% | -1.2% | +18.9% | +20.2% |
| 30D | +30.5% | -1.6% | +32.2% | +34.2% |
| 3M | +9.2% | +7.0% | +2.2% | -6.2% |
| 6M | +153.2% | +17.0% | +136.2% | +80.7% |
| YTD | +187.1% | +21.6% | +165.5% | +92.2% |
| 1Y | +151.1% | +28.0% | +123.1% | +52.2% |
| All | +1,101.8% | +35.4% | +1,066.4% | +519.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 10y: compounded portfolio wealth divided by compounded IWD 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…
10y analysis · Full analysis span regression · 6 months rolling