+1,101.8%
NBIS vs COO
-41.2%
+1,142.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.2% | +4.8% | -1.3% |
| 7D | +17.8% | -9.0% | +26.7% | +18.0% |
| 30D | +30.5% | -16.8% | +47.4% | +31.1% |
| 3M | +9.2% | -7.5% | +16.7% | +8.9% |
| 6M | +153.2% | -16.3% | +169.4% | +160.0% |
| YTD | +187.1% | -22.5% | +209.7% | +199.9% |
| 1Y | +151.1% | -7.0% | +158.1% | +151.3% |
| All | +1,101.8% | -41.2% | +1,142.9% | +684.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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