+153.2%
NBIS vs BAX
+41.4%
+111.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.4% | -2.1% |
| 7D | +17.8% | -5.1% | +22.9% | +15.8% |
| 30D | +30.5% | -12.2% | +42.7% | +25.8% |
| 3M | +9.2% | +21.8% | -12.6% | +24.0% |
| 6M | +153.2% | +36.3% | +116.9% | +198.2% |
| All | +153.2% | +41.4% | +111.7% | +198.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling