+1,022.8%
NBIS vs BSX
-51.2%
+1,074.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -0.8% | -10.1% | +9.3% | +1.0% |
| 30D | -13.4% | -16.4% | +3.0% | -10.5% |
| 3M | +1.0% | -8.9% | +9.9% | +3.0% |
| 6M | +100.5% | -38.3% | +138.8% | +136.9% |
| YTD | +168.3% | -54.9% | +223.2% | +269.0% |
| 1Y | +151.8% | -58.8% | +210.6% | +269.5% |
| All | +1,022.8% | -51.2% | +1,074.0% | +1,332.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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