+607.2%
NBIS vs B
+108.8%
+498.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.2% | +5.0% | +7.1% |
| 7D | 0.0% | +11.3% | -11.3% | -5.7% |
| 30D | -36.0% | +2.9% | -39.0% | -36.9% |
| 3M | -24.7% | -2.9% | -21.9% | -24.1% |
| 6M | -20.1% | -1.2% | -18.9% | -21.0% |
| YTD | +69.0% | -1.3% | +70.3% | +68.5% |
| 1Y | +27.1% | +30.4% | -3.3% | +16.6% |
| All | +607.2% | +108.8% | +498.4% | +480.0% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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