+28.0%
NBIS vs BR
-14.2%
+42.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.0% | -9.7% | -3.9% |
| 7D | -22.4% | +7.0% | -29.3% | -17.0% |
| 30D | -39.1% | +19.0% | -58.1% | -28.0% |
| 3M | -37.3% | +13.1% | -50.4% | -27.8% |
| 6M | -19.8% | +24.6% | -44.4% | +5.2% |
| YTD | +69.1% | -13.6% | +82.7% | +82.5% |
| 1Y | +28.0% | -13.1% | +41.1% | +44.2% |
| All | +28.0% | -14.2% | +42.3% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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