+1,031.9%
NBIS vs BA
+32.4%
+999.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.8% | +6.7% | +7.0% |
| 7D | +8.2% | +1.2% | +7.1% | +7.6% |
| 30D | +3.4% | -11.6% | +15.0% | +11.3% |
| 3M | -12.8% | -2.4% | -10.4% | -11.3% |
| 6M | +131.5% | -6.6% | +138.2% | +136.5% |
| YTD | +170.5% | -2.2% | +172.7% | +170.1% |
| 1Y | +248.8% | -8.0% | +256.8% | +260.9% |
| All | +1,031.9% | +32.4% | +999.5% | +769.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling