+248.8%
NBIS vs BTG
+38.4%
+210.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.4% | +8.9% | +7.9% |
| 7D | +8.2% | -0.9% | +9.1% | +8.4% |
| 30D | +3.4% | +36.8% | -33.5% | -5.7% |
| 3M | -12.8% | +23.1% | -35.9% | -18.4% |
| 6M | +131.5% | +3.5% | +128.1% | +124.9% |
| YTD | +170.5% | +25.5% | +145.0% | +149.7% |
| 1Y | +248.8% | +40.1% | +208.7% | +344.6% |
| All | +248.8% | +38.4% | +210.4% | +344.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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