+248.8%
NBIS vs BE
+379.4%
-130.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +7.4% | +0.1% | +3.8% |
| 7D | +8.2% | +20.0% | -11.7% | -1.4% |
| 30D | +3.4% | +7.9% | -4.5% | +0.2% |
| 3M | -12.8% | -13.2% | +0.4% | -8.9% |
| 6M | +131.5% | +53.5% | +78.1% | +84.0% |
| YTD | +170.5% | +191.0% | -20.6% | +74.6% |
| 1Y | +248.8% | +360.5% | -111.7% | +147.6% |
| All | +248.8% | +379.4% | -130.6% | +147.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 BE 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