+28.0%
NBIS vs BDX
+54.0%
-26.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +5.6% | -12.2% | -1.1% |
| 7D | -22.4% | +7.2% | -29.6% | -16.4% |
| 30D | -39.1% | +15.8% | -54.9% | -28.9% |
| 3M | -37.3% | +23.7% | -61.0% | -20.7% |
| 6M | -19.8% | +44.8% | -64.6% | +17.8% |
| YTD | +69.1% | +39.8% | +29.3% | +148.3% |
| 1Y | +28.0% | +52.3% | -24.3% | +121.1% |
| All | +28.0% | +54.0% | -26.0% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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