+1,040.6%
NBIS vs BWA
+91.5%
+949.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.7% | -5.8% | -5.4% |
| 7D | +8.3% | -0.1% | +8.4% | +8.3% |
| 30D | +18.1% | -5.5% | +23.5% | +21.2% |
| 3M | +7.8% | -7.6% | +15.4% | +11.3% |
| 6M | +136.6% | +25.0% | +111.6% | +117.9% |
| YTD | +172.5% | +47.0% | +125.6% | +120.3% |
| 1Y | +144.3% | +54.0% | +90.3% | +89.7% |
| All | +1,040.6% | +91.5% | +949.1% | +502.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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