+547.5%
NBIS vs COMP
+76.9%
+470.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +10.7% | -3.2% | +5.4% |
| 7D | -16.0% | +13.4% | -29.4% | -18.1% |
| 30D | -45.4% | +11.1% | -56.5% | -46.6% |
| 3M | -31.8% | -18.8% | -13.0% | -29.4% |
| 6M | -33.6% | +10.5% | -44.1% | -35.8% |
| YTD | +54.7% | -3.4% | +58.1% | +50.8% |
| 1Y | +18.3% | +19.7% | -1.4% | +10.6% |
| All | +547.5% | +76.9% | +470.5% | +491.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling