+673.5%
NBIS vs D
+23.6%
+649.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.5% | +15.9% | +15.1% |
| 7D | +9.3% | -2.4% | +11.7% | +7.8% |
| 30D | -26.4% | +9.0% | -35.3% | -21.8% |
| 3M | -19.9% | +1.0% | -20.9% | -18.4% |
| 6M | -16.9% | +11.0% | -27.9% | -10.3% |
| YTD | +84.8% | +19.8% | +65.0% | +105.9% |
| 1Y | +51.3% | +16.0% | +35.4% | +67.2% |
| All | +673.5% | +23.6% | +649.9% | +765.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling