+1,119.4%
NBIS vs BAH
-53.8%
+1,173.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.9% | +8.7% | +7.8% |
| 7D | +22.2% | -4.3% | +26.6% | +22.5% |
| 30D | +29.7% | -4.5% | +34.2% | +30.0% |
| 3M | +11.9% | -7.6% | +19.5% | +14.4% |
| 6M | +173.0% | -10.6% | +183.6% | +180.8% |
| YTD | +191.4% | -12.6% | +203.9% | +201.0% |
| 1Y | +280.7% | -27.0% | +307.7% | +310.3% |
| All | +1,119.4% | -53.8% | +1,173.2% | +1,435.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling