+248.8%
NBIS vs BR
-29.1%
+277.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -3.4% | +10.9% | +4.6% |
| 7D | +8.2% | -5.3% | +13.5% | +3.5% |
| 30D | +3.4% | +6.4% | -3.1% | +10.0% |
| 3M | -12.8% | +13.6% | -26.5% | +3.0% |
| 6M | +131.5% | -6.7% | +138.2% | +135.9% |
| YTD | +170.5% | -21.1% | +191.6% | +137.3% |
| 1Y | +248.8% | -29.6% | +278.3% | +176.2% |
| All | +248.8% | -29.1% | +277.9% | +176.2% |
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