+36.3%
NBIS vs COMP
+6.6%
+29.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -2.1% | -14.7% | -16.3% |
| 7D | +6.9% | +8.9% | -2.0% | +5.3% |
| 30D | -37.8% | +14.0% | -51.8% | -39.3% |
| 3M | -50.4% | -21.1% | -29.2% | -48.0% |
| 6M | -28.2% | +20.1% | -48.3% | -31.9% |
| YTD | +53.7% | -5.0% | +58.7% | +47.7% |
| 1Y | +36.3% | +5.7% | +30.6% | +23.9% |
| All | +36.3% | +6.6% | +29.7% | +23.9% |
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