+1,119.4%
NBIS vs ALLE
+3.7%
+1,115.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.7% | +8.4% | +7.8% |
| 7D | +22.2% | +2.8% | +19.4% | +22.1% |
| 30D | +29.7% | -7.6% | +37.4% | +30.0% |
| 3M | +11.9% | +22.8% | -10.9% | +9.8% |
| 6M | +173.0% | +4.6% | +168.4% | +174.2% |
| YTD | +191.4% | -1.2% | +192.6% | +193.8% |
| 1Y | +280.7% | -9.1% | +289.8% | +286.3% |
| All | +1,119.4% | +3.7% | +1,115.7% | +877.2% |
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