+1,040.6%
NBIS vs COP
+36.8%
+1,003.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.4% | -5.5% | -5.2% |
| 7D | +8.3% | +1.0% | +7.3% | +8.1% |
| 30D | +18.1% | +9.6% | +8.5% | +15.6% |
| 3M | +7.8% | +15.0% | -7.3% | +4.5% |
| 6M | +136.6% | +21.8% | +114.8% | +121.8% |
| YTD | +172.5% | +49.6% | +122.9% | +132.1% |
| 1Y | +144.3% | +49.9% | +94.4% | +105.8% |
| All | +1,040.6% | +36.8% | +1,003.7% | +783.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling