+248.8%
NBIS vs COST
-3.4%
+252.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.0% | +8.5% | +6.6% |
| 7D | +8.2% | -3.1% | +11.4% | +5.5% |
| 30D | +3.4% | -2.8% | +6.2% | +1.4% |
| 3M | -12.8% | -5.7% | -7.1% | -14.6% |
| 6M | +131.5% | -8.8% | +140.3% | +124.6% |
| YTD | +170.5% | +6.7% | +163.8% | +157.7% |
| 1Y | +248.8% | -3.6% | +252.4% | +256.0% |
| All | +248.8% | -3.4% | +252.2% | +256.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 1y: compounded portfolio wealth divided by compounded COST 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…
1y analysis · Full analysis span regression · 6 months rolling