+1,022.8%
NBIS vs BAX
-33.7%
+1,056.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.5% |
| 7D | -0.8% | -7.9% | +7.0% | -0.6% |
| 30D | -13.4% | -11.7% | -1.7% | -13.1% |
| 3M | +1.0% | +16.2% | -15.2% | +0.7% |
| 6M | +100.5% | +32.0% | +68.5% | +96.0% |
| YTD | +168.3% | +24.7% | +143.5% | +160.9% |
| 1Y | +151.8% | -2.6% | +154.4% | +159.2% |
| All | +1,022.8% | -33.7% | +1,056.5% | +1,129.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling