+1,040.6%
NBIS vs DIS
+11.4%
+1,029.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.6% | -6.7% | -5.7% |
| 7D | +8.3% | -1.3% | +9.5% | +8.7% |
| 30D | +18.1% | +2.2% | +15.8% | +16.6% |
| 3M | +7.8% | +8.1% | -0.4% | +2.6% |
| 6M | +136.6% | +5.2% | +131.3% | +126.9% |
| YTD | +172.5% | -6.3% | +178.8% | +178.3% |
| 1Y | +144.3% | -7.3% | +151.5% | +150.4% |
| All | +1,040.6% | +11.4% | +1,029.1% | +855.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded DIS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling