+1,040.6%
NBIS vs BBWI
-41.2%
+1,081.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.5% | -3.6% | -4.6% |
| 7D | +8.3% | -8.0% | +16.3% | +11.0% |
| 30D | +18.1% | -6.6% | +24.7% | +19.3% |
| 3M | +7.8% | -2.7% | +10.5% | +6.8% |
| 6M | +136.6% | -12.8% | +149.3% | +139.4% |
| YTD | +172.5% | -10.5% | +183.0% | +171.2% |
| 1Y | +144.3% | -35.3% | +179.6% | +176.3% |
| All | +1,040.6% | -41.2% | +1,081.8% | +1,290.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling