+479.4%
NBIS vs IWD
+40.8%
+438.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.2% | -10.1% | -10.3% |
| 7D | -10.5% | +2.3% | -12.8% | -13.9% |
| 30D | -37.7% | +3.6% | -41.3% | -41.4% |
| 3M | -54.6% | +2.2% | -56.7% | -56.3% |
| 6M | -44.1% | +13.0% | -57.1% | -56.5% |
| YTD | +38.4% | +26.5% | +11.9% | -13.6% |
| 1Y | +30.7% | +30.1% | +0.6% | -22.7% |
| All | +479.4% | +40.8% | +438.6% | +178.4% |
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 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