+151.8%
NBIS vs BAC
+27.7%
+124.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -13.4% | -2.8% | -10.6% | -11.5% |
| 3M | +1.0% | +14.2% | -13.2% | -6.4% |
| 6M | +100.5% | +30.5% | +70.0% | +65.3% |
| YTD | +168.3% | +15.8% | +152.5% | +145.7% |
| 1Y | +151.8% | +26.2% | +125.6% | +138.1% |
| All | +151.8% | +27.7% | +124.1% | +138.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling