+28.0%
NBIS vs IWM
+18.7%
+9.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.5% | -8.2% | -10.6% |
| 7D | -22.4% | +1.0% | -23.4% | -24.4% |
| 30D | -39.1% | +0.2% | -39.4% | -39.1% |
| 3M | -37.3% | -5.6% | -31.7% | -26.1% |
| 6M | -19.8% | +2.7% | -22.5% | -20.9% |
| YTD | +69.1% | +16.2% | +52.9% | +27.1% |
| 1Y | +28.0% | +18.9% | +9.1% | -5.2% |
| All | +28.0% | +18.7% | +9.4% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWM.
Daily Out/Under-Performance
Portfolio return minus IWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWM 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 1y: compounded portfolio wealth divided by compounded IWM 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…
1y analysis · Full analysis span regression · 6 months rolling