+28.0%
NBIS vs BEN
+56.2%
-28.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.7% | -11.3% | -10.2% |
| 7D | -22.4% | +6.7% | -29.1% | -26.5% |
| 30D | -39.1% | +3.0% | -42.2% | -40.7% |
| 3M | -37.3% | -4.3% | -33.0% | -35.3% |
| 6M | -19.8% | +16.4% | -36.1% | -25.0% |
| YTD | +69.1% | +46.8% | +22.3% | +38.3% |
| 1Y | +28.0% | +57.3% | -29.3% | +3.7% |
| All | +28.0% | +56.2% | -28.2% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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