+1,101.8%
NBIS vs DHR
-24.1%
+1,125.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.3% | -1.4% |
| 7D | +17.8% | -2.4% | +20.2% | +17.9% |
| 30D | +30.5% | -2.2% | +32.7% | +30.9% |
| 3M | +9.2% | +9.0% | +0.2% | +6.1% |
| 6M | +153.2% | +3.5% | +149.7% | +150.4% |
| YTD | +187.1% | -10.1% | +197.3% | +197.2% |
| 1Y | +151.1% | +6.2% | +144.9% | +143.2% |
| All | +1,101.8% | -24.1% | +1,125.9% | +968.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 all: compounded portfolio wealth divided by compounded DHR 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…
all analysis · Full analysis span regression · 6 months rolling