+1,119.4%
NBIS vs IWD
+36.2%
+1,083.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.8% | +8.5% | +9.3% |
| 7D | +22.2% | -0.2% | +22.4% | +22.3% |
| 30D | +29.7% | -0.8% | +30.5% | +31.1% |
| 3M | +11.9% | +8.0% | +3.8% | -5.7% |
| 6M | +173.0% | +18.2% | +154.8% | +91.0% |
| YTD | +191.4% | +22.3% | +169.0% | +92.8% |
| 1Y | +280.7% | +28.9% | +251.8% | +127.8% |
| All | +1,119.4% | +36.2% | +1,083.2% | +521.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling