+1,119.4%
NBIS vs B
+117.9%
+1,001.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.2% | +8.4% |
| 7D | +22.2% | +2.3% | +19.9% | +20.6% |
| 30D | +29.7% | +1.4% | +28.4% | +28.1% |
| 3M | +11.9% | +12.2% | -0.3% | +4.6% |
| 6M | +173.0% | -2.1% | +175.1% | +168.4% |
| YTD | +191.4% | +2.9% | +188.4% | +184.4% |
| 1Y | +280.7% | +55.3% | +225.4% | +231.7% |
| All | +1,119.4% | +117.9% | +1,001.5% | +878.8% |
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