+248.8%
NBIS vs BG
+50.1%
+198.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.2% | +8.7% | +7.5% |
| 7D | +8.2% | +2.8% | +5.4% | +8.2% |
| 30D | +3.4% | +12.0% | -8.7% | +3.2% |
| 3M | -12.8% | -7.7% | -5.1% | -12.2% |
| 6M | +131.5% | +4.5% | +127.0% | +133.1% |
| YTD | +170.5% | +35.7% | +134.8% | +190.4% |
| 1Y | +248.8% | +50.1% | +198.7% | +304.2% |
| All | +248.8% | +50.1% | +198.7% | +304.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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