+1,022.8%
NBIS vs DELL
+362.4%
+660.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +12.0% | -13.5% | -8.5% |
| 7D | -0.8% | +8.2% | -9.0% | -5.9% |
| 30D | -13.4% | +17.1% | -30.5% | -22.0% |
| 3M | +1.0% | +45.2% | -44.1% | -18.0% |
| 6M | +100.5% | +286.8% | -186.3% | -13.6% |
| YTD | +168.3% | +354.8% | -186.5% | -1.0% |
| 1Y | +151.8% | +358.3% | -206.5% | -11.0% |
| All | +1,022.8% | +362.4% | +660.3% | +275.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling