+151.8%
NBIS vs BBWI
-31.4%
+183.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.4% | -8.0% | -2.8% |
| 7D | -0.8% | -4.8% | +4.0% | 0.0% |
| 30D | -13.4% | +3.5% | -16.8% | -14.4% |
| 3M | +1.0% | -0.3% | +1.4% | +0.4% |
| 6M | +100.5% | -5.4% | +105.9% | +101.1% |
| YTD | +168.3% | -4.7% | +173.0% | +166.6% |
| 1Y | +151.8% | -30.5% | +182.2% | +171.9% |
| All | +151.8% | -31.4% | +183.2% | +171.9% |
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