+1,031.9%
NBIS vs D
+19.6%
+1,012.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.4% | +7.9% | +7.3% |
| 7D | +8.2% | +1.5% | +6.8% | +9.1% |
| 30D | +3.4% | -2.6% | +6.0% | +1.6% |
| 3M | -12.8% | 0.0% | -12.8% | -12.9% |
| 6M | +131.5% | +7.4% | +124.2% | +142.6% |
| YTD | +170.5% | +15.9% | +154.6% | +191.8% |
| 1Y | +248.8% | +18.1% | +230.7% | +280.3% |
| All | +1,031.9% | +19.6% | +1,012.4% | +1,125.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling