+547.5%
NBIS vs ACWI
+31.1%
+516.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | 0.0% | +7.6% | +7.7% |
| 7D | -16.0% | -2.4% | -13.6% | -9.1% |
| 30D | -45.4% | -5.2% | -40.2% | -34.2% |
| 3M | -31.8% | -4.8% | -27.0% | -18.2% |
| 6M | -33.6% | -1.3% | -32.3% | -25.7% |
| YTD | +54.7% | +8.4% | +46.3% | +35.7% |
| 1Y | +18.3% | +11.0% | +7.3% | -2.5% |
| All | +547.5% | +31.1% | +516.4% | +347.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling