+248.8%
NBIS vs DG
+23.4%
+225.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.5% | +6.0% | +7.8% |
| 7D | +8.2% | +8.4% | -0.2% | +10.1% |
| 30D | +3.4% | +4.9% | -1.6% | +4.7% |
| 3M | -12.8% | +29.3% | -42.2% | -10.7% |
| 6M | +131.5% | -11.3% | +142.8% | +137.4% |
| YTD | +170.5% | +1.8% | +168.7% | +185.1% |
| 1Y | +248.8% | +25.3% | +223.4% | +273.0% |
| All | +248.8% | +23.4% | +225.3% | +273.0% |
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