+248.8%
NBIS vs BA
-8.9%
+257.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.8% | +6.7% | +7.1% |
| 7D | +8.2% | +1.2% | +7.1% | +7.7% |
| 30D | +3.4% | -11.6% | +15.0% | +9.0% |
| 3M | -12.8% | -2.4% | -10.4% | -11.3% |
| 6M | +131.5% | -6.6% | +138.2% | +130.5% |
| YTD | +170.5% | -2.2% | +172.7% | +169.6% |
| 1Y | +248.8% | -8.0% | +256.8% | +246.4% |
| All | +248.8% | -8.9% | +257.7% | +246.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1y: compounded portfolio wealth divided by compounded BA 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…
1y analysis · Full analysis span regression · 6 months rolling