+28.0%
NBIS vs DG
+45.3%
-17.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +8.5% | -15.2% | -5.0% |
| 7D | -22.4% | +12.3% | -34.6% | -20.6% |
| 30D | -39.1% | +19.3% | -58.4% | -37.4% |
| 3M | -37.3% | +11.9% | -49.2% | -35.8% |
| 6M | -19.8% | +25.0% | -44.8% | -18.7% |
| YTD | +69.1% | +8.7% | +60.3% | +80.6% |
| 1Y | +28.0% | +44.7% | -16.7% | +30.9% |
| All | +28.0% | +45.3% | -17.2% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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