+673.5%
NBIS vs DIS
+26.0%
+647.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.4% | +15.1% | +15.3% |
| 7D | +9.3% | +0.6% | +8.7% | +9.2% |
| 30D | -26.4% | +10.3% | -36.6% | -28.8% |
| 3M | -19.9% | +15.6% | -35.5% | -24.3% |
| 6M | -16.9% | +15.1% | -32.0% | -21.8% |
| YTD | +84.8% | +6.0% | +78.8% | +80.5% |
| 1Y | +51.3% | +5.7% | +45.6% | +48.1% |
| All | +673.5% | +26.0% | +647.5% | +519.6% |
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