+1,031.9%
NBIS vs IWD
+37.3%
+994.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.7% | +8.2% | +8.8% |
| 7D | +8.2% | -0.3% | +8.5% | +8.8% |
| 30D | +3.4% | +0.6% | +2.8% | +1.8% |
| 3M | -12.8% | +7.2% | -20.0% | -24.8% |
| 6M | +131.5% | +16.2% | +115.3% | +68.5% |
| YTD | +170.5% | +23.3% | +147.1% | +76.4% |
| 1Y | +248.8% | +29.6% | +219.2% | +106.9% |
| All | +1,031.9% | +37.3% | +994.7% | +468.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling