+543.2%
NBIS vs COP
+39.8%
+503.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | +1.6% | -18.4% | -17.1% |
| 7D | +6.9% | +3.4% | +3.5% | +6.3% |
| 30D | -37.8% | -0.6% | -37.2% | -37.9% |
| 3M | -50.4% | +10.8% | -61.1% | -51.6% |
| 6M | -28.2% | +19.6% | -47.8% | -31.2% |
| YTD | +53.7% | +52.9% | +0.8% | +30.1% |
| 1Y | +36.3% | +62.2% | -25.9% | +11.6% |
| All | +543.2% | +39.8% | +503.4% | +395.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 3y: compounded portfolio wealth divided by compounded COP 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…
3y analysis · Full analysis span regression · 6 months rolling