-50.4%
NBIS vs IWM
-7.9%
-42.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -1.6% | -15.2% | -11.4% |
| 7D | +6.9% | +2.8% | +4.1% | +1.0% |
| 30D | -37.8% | +0.6% | -38.4% | -36.2% |
| 3M | -50.4% | -7.8% | -42.6% | -35.3% |
| All | -50.4% | -7.9% | -42.5% | -35.3% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling