+28.0%
NBIS vs DLR
+11.0%
+17.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.6% | -9.2% | -9.9% |
| 7D | -22.4% | +2.8% | -25.2% | -25.1% |
| 30D | -39.1% | +2.8% | -41.9% | -40.8% |
| 3M | -37.3% | -4.0% | -33.3% | -33.1% |
| 6M | -19.8% | -5.6% | -14.2% | -10.4% |
| YTD | +69.1% | +21.9% | +47.1% | +25.6% |
| 1Y | +28.0% | +13.0% | +15.0% | +5.3% |
| All | +28.0% | +11.0% | +17.1% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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