+28.0%
NBIS vs COST
+12.8%
+15.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.7% | -9.3% | -3.2% |
| 7D | -22.4% | +6.6% | -29.0% | -15.1% |
| 30D | -39.1% | +13.5% | -52.6% | -28.4% |
| 3M | -37.3% | +10.6% | -47.9% | -27.6% |
| 6M | -19.8% | +3.6% | -23.4% | -8.7% |
| YTD | +69.1% | +22.1% | +47.0% | +91.4% |
| 1Y | +28.0% | +11.9% | +16.1% | +26.2% |
| All | +28.0% | +12.8% | +15.2% | +26.2% |
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