+1,040.6%
NBIS vs ALC
-29.3%
+1,069.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.7% | -2.3% | -5.2% |
| 7D | +8.3% | -7.7% | +16.0% | +7.8% |
| 30D | +18.1% | -11.7% | +29.7% | +17.3% |
| 3M | +7.8% | +0.7% | +7.1% | +6.7% |
| 6M | +136.6% | -17.1% | +153.6% | +142.5% |
| YTD | +172.5% | -15.1% | +187.7% | +178.9% |
| 1Y | +144.3% | -14.1% | +158.4% | +148.9% |
| All | +1,040.6% | -29.3% | +1,069.9% | +1,312.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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