+1,119.4%
NBIS vs C
+129.2%
+990.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.7% | +8.4% | +8.6% |
| 7D | +22.2% | +3.2% | +19.1% | +17.5% |
| 30D | +29.7% | +1.3% | +28.5% | +28.6% |
| 3M | +11.9% | +3.1% | +8.8% | +11.2% |
| 6M | +173.0% | +29.6% | +143.4% | +112.0% |
| YTD | +191.4% | +19.0% | +172.4% | +147.8% |
| 1Y | +280.7% | +45.6% | +235.1% | +158.9% |
| All | +1,119.4% | +129.2% | +990.2% | +436.7% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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