+1,119.4%
NBIS vs ALLY
+27.7%
+1,091.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.3% | +11.0% | +10.2% |
| 7D | +22.2% | +1.0% | +21.2% | +21.0% |
| 30D | +29.7% | -3.3% | +33.0% | +33.2% |
| 3M | +11.9% | +0.5% | +11.4% | +11.7% |
| 6M | +173.0% | +12.6% | +160.4% | +141.3% |
| YTD | +191.4% | -4.7% | +196.0% | +199.7% |
| 1Y | +280.7% | +5.2% | +275.5% | +253.2% |
| All | +1,119.4% | +27.7% | +1,091.7% | +811.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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