+1,101.8%
NBIS vs BTI
+76.0%
+1,025.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -2.5% |
| 7D | +17.8% | -2.4% | +20.2% | +15.8% |
| 30D | +30.5% | -4.8% | +35.3% | +26.9% |
| 3M | +9.2% | -8.1% | +17.3% | +4.9% |
| 6M | +153.2% | -4.2% | +157.3% | +150.2% |
| YTD | +187.1% | -1.3% | +188.4% | +190.4% |
| 1Y | +151.1% | +2.1% | +149.0% | +164.0% |
| All | +1,101.8% | +76.0% | +1,025.8% | +2,704.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling