+144.3%
NBIS vs BUD
+33.5%
+110.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.4% | -4.7% | -5.3% |
| 7D | +8.3% | -3.2% | +11.5% | +6.3% |
| 30D | +18.1% | -3.7% | +21.7% | +16.0% |
| 3M | +7.8% | -4.4% | +12.2% | +6.3% |
| 6M | +136.6% | +7.7% | +128.8% | +139.7% |
| YTD | +172.5% | +23.1% | +149.5% | +217.1% |
| 1Y | +144.3% | +33.6% | +110.6% | +202.5% |
| All | +144.3% | +33.5% | +110.7% | +202.5% |
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