+151.8%
NBIS vs BMY
+40.8%
+111.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -0.8% | -4.8% | +3.9% | -1.9% |
| 30D | -13.4% | -0.1% | -13.3% | -13.4% |
| 3M | +1.0% | +13.1% | -12.1% | +4.8% |
| 6M | +100.5% | +8.4% | +92.1% | +106.7% |
| YTD | +168.3% | +22.0% | +146.3% | +176.9% |
| 1Y | +151.8% | +40.3% | +111.5% | +166.4% |
| All | +151.8% | +40.8% | +111.0% | +166.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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