+1,022.8%
NBIS vs BR
-20.1%
+1,042.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.7% |
| 7D | -0.8% | -3.0% | +2.2% | -1.8% |
| 30D | -13.4% | -0.3% | -13.1% | -13.2% |
| 3M | +1.0% | +17.3% | -16.3% | +6.2% |
| 6M | +100.5% | -6.7% | +107.2% | +112.9% |
| YTD | +168.3% | -23.4% | +191.7% | +197.6% |
| 1Y | +151.8% | -32.7% | +184.4% | +195.7% |
| All | +1,022.8% | -20.1% | +1,042.9% | +1,258.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling