+30.7%
NBIS vs BA
-12.3%
+43.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | 0.0% | -9.9% | -9.9% |
| 7D | -10.5% | -1.1% | -9.4% | -10.1% |
| 30D | -37.7% | -7.1% | -30.6% | -36.6% |
| 3M | -54.6% | -25.5% | -29.0% | -48.6% |
| 6M | -44.1% | -28.7% | -15.4% | -35.9% |
| YTD | +38.4% | -21.0% | +59.4% | +48.1% |
| 1Y | +30.7% | -11.9% | +42.6% | +40.6% |
| All | +30.7% | -12.3% | +43.1% | +40.6% |
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