+1,040.6%
NBIS vs BAC
+54.8%
+985.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.2% | -4.9% | -4.9% |
| 7D | +8.3% | -0.3% | +8.6% | +8.5% |
| 30D | +18.1% | -1.8% | +19.8% | +20.3% |
| 3M | +7.8% | +15.3% | -7.5% | -5.1% |
| 6M | +136.6% | +30.2% | +106.4% | +84.5% |
| YTD | +172.5% | +15.6% | +156.9% | +139.5% |
| 1Y | +144.3% | +27.5% | +116.8% | +94.8% |
| All | +1,040.6% | +54.8% | +985.8% | +599.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 10y: compounded portfolio wealth divided by compounded BAC 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…
10y analysis · Full analysis span regression · 6 months rolling