+28.0%
NBIS vs BOXX
+4.1%
+24.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -22.4% | +0.1% | -22.5% | -22.7% |
| 30D | -39.1% | +0.4% | -39.5% | -40.0% |
| 3M | -37.3% | +1.0% | -38.3% | -38.6% |
| 6M | -19.8% | +2.0% | -21.7% | -33.7% |
| YTD | +69.1% | +3.3% | +65.8% | -29.7% |
| 1Y | +28.0% | +4.1% | +24.0% | -69.7% |
| All | +28.0% | +4.1% | +24.0% | -69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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