+144.3%
NBIS vs BAH
-24.1%
+168.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +4.8% | -9.9% | -4.0% |
| 7D | +8.3% | +2.4% | +5.9% | +9.1% |
| 30D | +18.1% | -2.9% | +21.0% | +17.9% |
| 3M | +7.8% | -1.3% | +9.1% | +12.5% |
| 6M | +136.6% | -0.9% | +137.4% | +147.9% |
| YTD | +172.5% | -8.2% | +180.8% | +194.4% |
| 1Y | +144.3% | -24.0% | +168.2% | +136.3% |
| All | +144.3% | -24.1% | +168.3% | +136.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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