+479.4%
NBIS vs BAC
+26.2%
+453.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +1.0% | -10.9% | -10.9% |
| 7D | -10.5% | +3.2% | -13.7% | -13.1% |
| 30D | -37.7% | -0.7% | -37.0% | -37.0% |
| 3M | -54.6% | -20.0% | -34.6% | -44.2% |
| 6M | -44.1% | +3.4% | -47.5% | -45.8% |
| YTD | +38.4% | -5.7% | +44.2% | +46.8% |
| 1Y | +30.7% | -1.4% | +32.2% | +33.4% |
| All | +479.4% | +26.2% | +453.2% | +328.6% |
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