+1,031.9%
NBIS vs DIS
+10.9%
+1,021.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.7% | +9.2% | +8.1% |
| 7D | +8.2% | -2.6% | +10.8% | +9.3% |
| 30D | +3.4% | +3.5% | -0.1% | +1.4% |
| 3M | -12.8% | +6.8% | -19.6% | -16.4% |
| 6M | +131.5% | +3.0% | +128.5% | +125.1% |
| YTD | +170.5% | -6.7% | +177.2% | +176.8% |
| 1Y | +248.8% | -10.1% | +258.9% | +265.0% |
| All | +1,031.9% | +10.9% | +1,021.1% | +850.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling