+30.7%
NBIS vs DIS
+10.8%
+19.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.6% | -10.5% | -9.8% |
| 7D | -10.5% | +1.9% | -12.4% | -10.1% |
| 30D | -37.7% | +9.2% | -46.9% | -35.9% |
| 3M | -54.6% | +13.5% | -68.1% | -52.7% |
| 6M | -44.1% | +14.3% | -58.4% | -39.9% |
| YTD | +38.4% | +5.4% | +33.1% | +42.2% |
| 1Y | +30.7% | +12.2% | +18.6% | +29.9% |
| All | +30.7% | +10.8% | +19.9% | +29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling