+1,101.8%
NBIS vs COST
+2.6%
+1,099.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.5% |
| 7D | +17.8% | -2.8% | +20.6% | +17.4% |
| 30D | +30.5% | -5.3% | +35.8% | +29.8% |
| 3M | +9.2% | -6.7% | +15.9% | +9.0% |
| 6M | +153.2% | -9.9% | +163.1% | +152.4% |
| YTD | +187.1% | +5.1% | +182.0% | +166.5% |
| 1Y | +151.1% | -7.3% | +158.4% | +147.7% |
| All | +1,101.8% | +2.6% | +1,099.1% | +1,096.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling