+248.8%
NBIS vs BLK
+3.3%
+245.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.3% | +7.8% | +7.7% |
| 7D | +8.2% | -3.6% | +11.9% | +10.9% |
| 30D | +3.4% | -1.0% | +4.4% | +4.1% |
| 3M | -12.8% | +10.4% | -23.2% | -17.4% |
| 6M | +131.5% | +8.2% | +123.4% | +118.9% |
| YTD | +170.5% | +6.0% | +164.4% | +162.3% |
| 1Y | +248.8% | +3.3% | +245.4% | +272.1% |
| All | +248.8% | +3.3% | +245.5% | +272.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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