+1,119.4%
NBIS vs ALHC
+23.7%
+1,095.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.6% | +8.3% | +7.7% |
| 7D | +22.2% | -1.0% | +23.2% | +22.2% |
| 30D | +29.7% | -6.3% | +36.1% | +29.2% |
| 3M | +11.9% | -12.3% | +24.2% | +11.2% |
| 6M | +173.0% | -27.0% | +200.0% | +167.6% |
| YTD | +191.4% | -31.8% | +223.2% | +186.6% |
| 1Y | +280.7% | -17.0% | +297.7% | +275.8% |
| All | +1,119.4% | +23.7% | +1,095.7% | +936.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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