+28.0%
NBIS vs IYR
+12.4%
+15.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.1% | -9.8% | -3.9% |
| 7D | -22.4% | +6.9% | -29.3% | -17.7% |
| 30D | -39.1% | +10.2% | -49.4% | -34.3% |
| 3M | -37.3% | -0.3% | -37.0% | -37.7% |
| 6M | -19.8% | +3.6% | -23.4% | -19.3% |
| YTD | +69.1% | +12.5% | +56.6% | +57.1% |
| 1Y | +28.0% | +12.4% | +15.6% | +18.9% |
| All | +28.0% | +12.4% | +15.6% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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