+1,040.6%
NBIS vs BMY
+29.8%
+1,010.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.0% | -4.1% | -5.2% |
| 7D | +8.3% | -6.4% | +14.7% | +7.3% |
| 30D | +18.1% | +0.2% | +17.8% | +18.1% |
| 3M | +7.8% | +16.0% | -8.2% | +10.2% |
| 6M | +136.6% | +8.3% | +128.2% | +140.9% |
| YTD | +172.5% | +22.2% | +150.3% | +179.3% |
| 1Y | +144.3% | +41.7% | +102.6% | +152.7% |
| All | +1,040.6% | +29.8% | +1,010.7% | +971.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling