+1,119.4%
NBIS vs ACWI
+38.6%
+1,080.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.5% | +8.2% | +9.1% |
| 7D | +22.2% | +1.1% | +21.1% | +18.2% |
| 30D | +29.7% | -0.2% | +29.9% | +31.1% |
| 3M | +11.9% | +4.7% | +7.2% | +1.2% |
| 6M | +173.0% | +14.5% | +158.5% | +92.8% |
| YTD | +191.4% | +14.6% | +176.7% | +109.9% |
| 1Y | +280.7% | +21.4% | +259.3% | +135.5% |
| All | +1,119.4% | +38.6% | +1,080.8% | +592.8% |
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