+1,101.8%
NBIS vs DIS
+9.7%
+1,092.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | +17.8% | -3.5% | +21.3% | +19.3% |
| 30D | +30.5% | +1.0% | +29.6% | +29.6% |
| 3M | +9.2% | +5.7% | +3.5% | +5.1% |
| 6M | +153.2% | +3.3% | +149.9% | +144.9% |
| YTD | +187.1% | -7.7% | +194.9% | +195.1% |
| 1Y | +151.1% | -10.0% | +161.0% | +162.2% |
| All | +1,101.8% | +9.7% | +1,092.1% | +912.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling