+543.2%
NBIS vs ALM
+438.3%
+104.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -6.5% | -10.3% | -15.7% |
| 7D | +6.9% | -4.0% | +10.9% | +8.0% |
| 30D | -37.8% | -30.5% | -7.3% | -33.8% |
| 3M | -50.4% | -46.9% | -3.5% | -45.2% |
| 6M | -28.2% | -65.5% | +37.3% | -18.9% |
| YTD | +53.7% | -13.4% | +67.1% | +70.2% |
| 1Y | +36.3% | +9.8% | +26.5% | +51.2% |
| All | +543.2% | +438.3% | +104.9% | +740.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 ALM 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