+248.8%
NBIS vs A
+21.7%
+227.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.6% | +6.9% | +7.4% |
| 7D | +8.2% | -1.9% | +10.2% | +8.4% |
| 30D | +3.4% | +6.9% | -3.5% | +2.6% |
| 3M | -12.8% | +9.2% | -22.1% | -13.6% |
| 6M | +131.5% | +25.7% | +105.8% | +121.8% |
| YTD | +170.5% | +11.5% | +158.9% | +164.4% |
| 1Y | +248.8% | +18.4% | +230.4% | +269.7% |
| All | +248.8% | +21.7% | +227.1% | +269.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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