+28.6%
NBIS vs COMP
+25.5%
+3.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +5.7% | +3.6% | +8.0% |
| 7D | 0.0% | +14.5% | -14.5% | -2.5% |
| 30D | -36.0% | +14.9% | -50.9% | -37.8% |
| 3M | -24.7% | -14.2% | -10.5% | -23.1% |
| 6M | -20.1% | +23.7% | -43.8% | -24.5% |
| YTD | +69.0% | +2.1% | +66.9% | +60.9% |
| All | +28.6% | +25.5% | +3.2% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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