+1,040.6%
NBIS vs DG
+58.4%
+982.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.3% | -3.8% | -5.3% |
| 7D | +8.3% | -6.3% | +14.6% | +7.1% |
| 30D | +18.1% | +2.4% | +15.6% | +18.7% |
| 3M | +7.8% | +12.4% | -4.7% | +9.3% |
| 6M | +136.6% | -14.9% | +151.5% | +135.3% |
| YTD | +172.5% | -6.1% | +178.6% | +175.7% |
| 1Y | +144.3% | +17.9% | +126.4% | +159.9% |
| All | +1,040.6% | +58.4% | +982.2% | +1,311.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling