+1,101.8%
NBIS vs IWM
+31.2%
+1,070.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | -0.1% | +1.5% |
| 7D | +17.8% | -1.1% | +18.9% | +20.7% |
| 30D | +30.5% | -3.1% | +33.7% | +40.6% |
| 3M | +9.2% | +2.2% | +7.0% | +7.2% |
| 6M | +153.2% | +15.1% | +138.1% | +95.2% |
| YTD | +187.1% | +18.6% | +168.6% | +115.2% |
| 1Y | +151.1% | +24.0% | +127.1% | +73.6% |
| All | +1,101.8% | +31.2% | +1,070.6% | +689.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling