+1,031.9%
NBIS vs BAC
+55.1%
+976.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.1% | +7.5% | +7.5% |
| 7D | +8.2% | +1.1% | +7.1% | +7.2% |
| 30D | +3.4% | -0.4% | +3.8% | +4.2% |
| 3M | -12.8% | +16.9% | -29.7% | -24.2% |
| 6M | +131.5% | +26.6% | +104.9% | +85.6% |
| YTD | +170.5% | +15.8% | +154.7% | +137.4% |
| 1Y | +248.8% | +27.2% | +221.6% | +180.0% |
| All | +1,031.9% | +55.1% | +976.9% | +593.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling