+151.8%
NBIS vs DHI
-21.2%
+172.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.2% |
| 7D | -0.8% | -3.4% | +2.6% | -1.5% |
| 30D | -13.4% | -5.4% | -7.9% | -14.2% |
| 3M | +1.0% | -10.4% | +11.5% | 0.0% |
| 6M | +100.5% | -2.8% | +103.3% | +98.1% |
| YTD | +168.3% | -3.4% | +171.7% | +164.2% |
| 1Y | +151.8% | -22.9% | +174.7% | +157.8% |
| All | +151.8% | -21.2% | +172.9% | +157.8% |
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