+151.8%
NBIS vs DELL
+359.9%
-208.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +12.0% | -13.5% | -6.8% |
| 7D | -0.8% | +8.2% | -9.0% | -4.6% |
| 30D | -13.4% | +17.1% | -30.5% | -19.8% |
| 3M | +1.0% | +45.2% | -44.1% | -12.7% |
| 6M | +100.5% | +286.8% | -186.3% | +34.9% |
| YTD | +168.3% | +354.8% | -186.5% | +73.8% |
| 1Y | +151.8% | +358.3% | -206.5% | +87.1% |
| All | +151.8% | +359.9% | -208.2% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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