+28.0%
NBIS vs BAX
+46.0%
-18.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.0% | -10.6% | -6.0% |
| 7D | -22.4% | +4.1% | -26.5% | -21.8% |
| 30D | -39.1% | +9.4% | -48.6% | -38.0% |
| 3M | -37.3% | -6.5% | -30.8% | -37.9% |
| 6M | -19.8% | +59.6% | -79.4% | -10.5% |
| YTD | +69.1% | +38.9% | +30.2% | +88.2% |
| 1Y | +28.0% | +48.0% | -20.0% | +45.9% |
| All | +28.0% | +46.0% | -18.0% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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