+1,101.8%
NBIS vs BEN
+80.2%
+1,021.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.3% |
| 7D | +17.8% | +3.4% | +14.4% | +15.1% |
| 30D | +30.5% | +1.8% | +28.8% | +29.2% |
| 3M | +9.2% | +8.4% | +0.8% | +4.5% |
| 6M | +153.2% | +35.6% | +117.5% | +106.4% |
| YTD | +187.1% | +46.4% | +140.8% | +122.5% |
| 1Y | +151.1% | +46.3% | +104.8% | +93.7% |
| All | +1,101.8% | +80.2% | +1,021.5% | +596.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling