+144.3%
NBIS vs D
+15.9%
+128.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.1% | -5.0% | -5.1% |
| 7D | +8.3% | -1.6% | +9.9% | +7.0% |
| 30D | +18.1% | -3.5% | +21.6% | +14.9% |
| 3M | +7.8% | -1.6% | +9.3% | +6.1% |
| 6M | +136.6% | +5.8% | +130.8% | +148.6% |
| YTD | +172.5% | +14.5% | +158.0% | +195.0% |
| 1Y | +144.3% | +14.2% | +130.1% | +162.3% |
| All | +144.3% | +15.9% | +128.3% | +162.3% |
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