+1,031.9%
NBIS vs DIA
+27.0%
+1,005.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.5% | +8.0% | +8.6% |
| 7D | +8.2% | -0.2% | +8.4% | +8.6% |
| 30D | +3.4% | -1.5% | +4.9% | +7.0% |
| 3M | -12.8% | +3.8% | -16.6% | -18.3% |
| 6M | +131.5% | +10.3% | +121.3% | +91.4% |
| YTD | +170.5% | +12.1% | +158.4% | +119.0% |
| 1Y | +248.8% | +18.6% | +230.1% | +152.7% |
| All | +1,031.9% | +27.0% | +1,005.0% | +623.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling