+547.5%
NBIS vs BA
+8.2%
+539.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.5% | +7.1% | +7.3% |
| 7D | -16.0% | +1.1% | -17.1% | -16.4% |
| 30D | -45.4% | -7.9% | -37.5% | -43.7% |
| 3M | -31.8% | -25.3% | -6.5% | -21.1% |
| 6M | -33.6% | -24.6% | -9.0% | -24.1% |
| YTD | +54.7% | -20.1% | +74.8% | +69.7% |
| 1Y | +18.3% | -11.8% | +30.1% | +22.4% |
| All | +547.5% | +8.2% | +539.2% | +445.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling