+1,022.8%
NBIS vs BTI
+78.9%
+943.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.1% |
| 7D | -0.8% | -0.2% | -0.6% | -0.9% |
| 30D | -13.4% | -1.1% | -12.3% | -13.8% |
| 3M | +1.0% | -8.8% | +9.8% | -2.7% |
| 6M | +100.5% | -4.0% | +104.5% | +99.3% |
| YTD | +168.3% | +0.4% | +167.9% | +174.6% |
| 1Y | +151.8% | +1.9% | +149.8% | +164.3% |
| All | +1,022.8% | +78.9% | +943.8% | +2,552.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling