+547.5%
NBIS vs ALLE
+23.7%
+523.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.9% | +8.5% | +7.5% |
| 7D | -16.0% | -0.6% | -15.4% | -15.9% |
| 30D | -45.4% | +25.3% | -70.7% | -45.3% |
| 3M | -31.8% | +10.3% | -42.1% | -31.4% |
| 6M | -33.6% | +38.0% | -71.7% | -34.0% |
| YTD | +54.7% | +17.8% | +36.9% | +56.7% |
| 1Y | +18.3% | +13.6% | +4.7% | +20.4% |
| All | +547.5% | +23.7% | +523.8% | +421.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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