+248.8%
NBIS vs BTI
+5.0%
+243.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.1% | +8.6% | +6.7% |
| 7D | +8.2% | -1.4% | +9.6% | +7.2% |
| 30D | +3.4% | -6.6% | +10.0% | -0.7% |
| 3M | -12.8% | -3.0% | -9.8% | -15.5% |
| 6M | +131.5% | -6.7% | +138.2% | +125.9% |
| YTD | +170.5% | +0.6% | +169.9% | +172.6% |
| 1Y | +248.8% | +5.6% | +243.2% | +309.4% |
| All | +248.8% | +5.0% | +243.8% | +309.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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