+1,022.8%
NBIS vs BTG
+60.3%
+962.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -1.9% | -1.7% |
| 7D | -0.8% | -3.8% | +2.9% | +0.2% |
| 30D | -13.4% | +3.6% | -17.0% | -14.4% |
| 3M | +1.0% | +32.0% | -31.0% | -7.4% |
| 6M | +100.5% | +3.4% | +97.1% | +94.4% |
| YTD | +168.3% | +20.8% | +147.5% | +148.3% |
| 1Y | +151.8% | +22.4% | +129.4% | +128.2% |
| All | +1,022.8% | +60.3% | +962.4% | +624.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling