+248.8%
NBIS vs DHI
-16.9%
+265.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.1% | +8.6% | +7.1% |
| 7D | +8.2% | -3.1% | +11.4% | +7.0% |
| 30D | +3.4% | -5.5% | +8.8% | +1.8% |
| 3M | -12.8% | -2.2% | -10.6% | -12.6% |
| 6M | +131.5% | -6.0% | +137.5% | +125.8% |
| YTD | +170.5% | 0.0% | +170.5% | +173.0% |
| 1Y | +248.8% | -18.2% | +267.0% | +179.2% |
| All | +248.8% | -16.9% | +265.7% | +179.2% |
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