+1,119.4%
NBIS vs BAX
-30.8%
+1,150.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.8% | +11.5% | +7.8% |
| 7D | +22.2% | -2.4% | +24.7% | +22.3% |
| 30D | +29.7% | -9.7% | +39.5% | +30.1% |
| 3M | +11.9% | +29.3% | -17.4% | +10.6% |
| 6M | +173.0% | +40.7% | +132.4% | +165.8% |
| YTD | +191.4% | +30.3% | +161.1% | +183.0% |
| 1Y | +280.7% | +3.4% | +277.3% | +290.1% |
| All | +1,119.4% | -30.8% | +1,150.2% | +1,233.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling