+1,119.4%
NBIS vs DIS
+10.6%
+1,108.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.2% | +8.0% | +7.8% |
| 7D | +22.2% | -1.1% | +23.3% | +22.6% |
| 30D | +29.7% | +0.1% | +29.6% | +29.3% |
| 3M | +11.9% | +7.1% | +4.8% | +7.0% |
| 6M | +173.0% | +4.3% | +168.8% | +163.0% |
| YTD | +191.4% | -6.9% | +198.3% | +198.5% |
| 1Y | +280.7% | -10.3% | +291.0% | +299.0% |
| All | +1,119.4% | +10.6% | +1,108.8% | +924.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling