+1,101.8%
NBIS vs BUD
+22.6%
+1,079.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.7% | -2.2% |
| 7D | +17.8% | -1.3% | +19.1% | +17.3% |
| 30D | +30.5% | -6.1% | +36.7% | +28.5% |
| 3M | +9.2% | -3.8% | +12.9% | +8.6% |
| 6M | +153.2% | +8.2% | +145.0% | +157.4% |
| YTD | +187.1% | +23.6% | +163.6% | +202.0% |
| 1Y | +151.1% | +33.4% | +117.7% | +168.2% |
| All | +1,101.8% | +22.6% | +1,079.2% | +1,799.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling