+28.0%
NBIS vs BNY
+45.2%
-17.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.3% | -9.0% | -9.9% |
| 7D | -22.4% | +2.8% | -25.2% | -25.5% |
| 30D | -39.1% | +6.7% | -45.9% | -44.7% |
| 3M | -37.3% | -2.2% | -35.1% | -34.6% |
| 6M | -19.8% | +16.8% | -36.6% | -32.8% |
| YTD | +69.1% | +33.9% | +35.2% | +13.9% |
| 1Y | +28.0% | +43.9% | -15.9% | -22.0% |
| All | +28.0% | +45.2% | -17.1% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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