+1,101.8%
NBIS vs BAC
+55.1%
+1,046.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.9% | -1.8% |
| 7D | +17.8% | +0.6% | +17.1% | +17.1% |
| 30D | +30.5% | -1.4% | +31.9% | +32.6% |
| 3M | +9.2% | +15.7% | -6.6% | -4.2% |
| 6M | +153.2% | +32.2% | +121.0% | +94.5% |
| YTD | +187.1% | +15.8% | +171.4% | +152.0% |
| 1Y | +151.1% | +27.3% | +123.8% | +100.6% |
| All | +1,101.8% | +55.1% | +1,046.7% | +635.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling