+1,040.6%
NBIS vs BAX
-32.6%
+1,073.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.2% | -5.1% |
| 7D | +8.3% | -5.4% | +13.7% | +8.4% |
| 30D | +18.1% | -12.4% | +30.4% | +18.5% |
| 3M | +7.8% | +19.1% | -11.3% | +7.2% |
| 6M | +136.6% | +38.6% | +97.9% | +130.1% |
| YTD | +172.5% | +26.7% | +145.8% | +164.9% |
| 1Y | +144.3% | +1.0% | +143.2% | +149.8% |
| All | +1,040.6% | -32.6% | +1,073.2% | +1,148.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling