+2.9%
NBIS vs DHI
+9.9%
-7.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | +0.4% | -15.4% | -14.8% |
| 7D | -30.0% | +7.6% | -37.6% | -28.1% |
| 30D | -51.8% | +15.3% | -67.1% | -49.7% |
| 3M | -45.0% | +4.4% | -49.4% | -43.7% |
| 6M | -31.6% | +8.3% | -39.8% | -28.9% |
| YTD | +43.8% | +10.4% | +33.4% | +46.4% |
| 1Y | +2.9% | +9.8% | -6.9% | +4.4% |
| All | +2.9% | +9.9% | -7.0% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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