+28.0%
NBIS vs BTG
+24.4%
+3.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +8.7% | -15.4% | -9.7% |
| 7D | -22.4% | -0.2% | -22.2% | -22.4% |
| 30D | -39.1% | -0.8% | -38.4% | -39.0% |
| 3M | -37.3% | +31.8% | -69.1% | -43.5% |
| 6M | -19.8% | +20.4% | -40.2% | -26.3% |
| YTD | +69.1% | +14.7% | +54.3% | +49.2% |
| 1Y | +28.0% | +29.4% | -1.3% | +0.6% |
| All | +28.0% | +24.4% | +3.7% | +0.6% |
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