+248.8%
NBIS vs BUD
+36.8%
+212.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.3% | +7.6% |
| 7D | +8.2% | +0.3% | +8.0% | +8.3% |
| 30D | +3.4% | -5.7% | +9.0% | +1.0% |
| 3M | -12.8% | +3.1% | -15.9% | -11.1% |
| 6M | +131.5% | +7.9% | +123.7% | +134.3% |
| YTD | +170.5% | +27.3% | +143.1% | +225.6% |
| 1Y | +248.8% | +37.8% | +211.0% | +360.4% |
| All | +248.8% | +36.8% | +212.0% | +360.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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