+138.5%
NBIS vs BE
+87.9%
+50.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +7.4% | +0.1% | +2.9% |
| 7D | +8.2% | +20.0% | -11.7% | -3.6% |
| 30D | +3.4% | +7.9% | -4.5% | -0.9% |
| 3M | -12.8% | -13.2% | +0.4% | -11.0% |
| All | +138.5% | +87.9% | +50.5% | +69.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling