+248.8%
NBIS vs BBWI
-34.3%
+283.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.8% | +4.6% | +7.0% |
| 7D | +8.2% | +1.5% | +6.7% | +8.0% |
| 30D | +3.4% | -5.2% | +8.6% | +4.7% |
| 3M | -12.8% | +11.1% | -23.9% | -15.3% |
| 6M | +131.5% | -13.4% | +144.9% | +144.2% |
| YTD | +170.5% | +0.1% | +170.4% | +167.8% |
| 1Y | +248.8% | -36.1% | +284.9% | +289.6% |
| All | +248.8% | -34.3% | +283.1% | +289.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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