+248.8%
NBIS vs DIA
+19.6%
+229.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.5% | +8.0% | +8.8% |
| 7D | +8.2% | -0.2% | +8.4% | +8.7% |
| 30D | +3.4% | -1.5% | +4.9% | +7.5% |
| 3M | -12.8% | +3.8% | -16.6% | -19.0% |
| 6M | +131.5% | +10.3% | +121.3% | +88.2% |
| YTD | +170.5% | +12.1% | +158.4% | +116.0% |
| 1Y | +248.8% | +18.6% | +230.1% | +153.3% |
| All | +248.8% | +19.6% | +229.2% | +153.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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