+1,040.6%
NBIS vs A
+4.9%
+1,035.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.1% | -4.0% | -4.6% |
| 7D | +8.3% | -4.6% | +12.9% | +10.6% |
| 30D | +18.1% | -4.3% | +22.3% | +20.0% |
| 3M | +7.8% | +8.9% | -1.2% | +1.2% |
| 6M | +136.6% | +24.5% | +112.0% | +102.5% |
| YTD | +172.5% | +5.8% | +166.7% | +162.2% |
| 1Y | +144.3% | +16.2% | +128.0% | +114.5% |
| All | +1,040.6% | +4.9% | +1,035.6% | +912.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling