+248.8%
NBIS vs D
+15.7%
+233.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.4% | +8.9% | +6.7% |
| 7D | +8.2% | +0.4% | +7.8% | +8.5% |
| 30D | +3.4% | -3.6% | +6.9% | +1.0% |
| 3M | -12.8% | -1.0% | -11.8% | -13.6% |
| 6M | +131.5% | +6.3% | +125.3% | +139.7% |
| YTD | +170.5% | +14.7% | +155.8% | +175.6% |
| 1Y | +248.8% | +16.9% | +231.8% | +210.1% |
| All | +248.8% | +15.7% | +233.1% | +210.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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