+479.4%
NBIS vs COO
-42.0%
+521.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.7% | -10.7% | -9.9% |
| 7D | -10.5% | +0.5% | -11.0% | -10.5% |
| 30D | -37.7% | +14.2% | -51.9% | -37.9% |
| 3M | -54.6% | -18.2% | -36.4% | -54.1% |
| 6M | -44.1% | +5.3% | -49.4% | -45.3% |
| YTD | +38.4% | -23.6% | +62.0% | +45.3% |
| 1Y | +30.7% | -12.7% | +43.4% | +33.5% |
| All | +479.4% | -42.0% | +521.4% | +279.9% |
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