+1,119.4%
NBIS vs BWA
+93.1%
+1,026.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.9% | +9.6% | +8.6% |
| 7D | +22.2% | +4.3% | +17.9% | +19.8% |
| 30D | +29.7% | -2.9% | +32.6% | +31.5% |
| 3M | +11.9% | -12.4% | +24.3% | +17.7% |
| 6M | +173.0% | +28.6% | +144.5% | +148.7% |
| YTD | +191.4% | +48.2% | +143.1% | +134.6% |
| 1Y | +280.7% | +50.9% | +229.8% | +200.0% |
| All | +1,119.4% | +93.1% | +1,026.3% | +541.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling