+479.4%
NBIS vs DLR
+15.9%
+463.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -1.9% | -8.0% | -7.1% |
| 7D | -10.5% | +3.3% | -13.8% | -14.8% |
| 30D | -37.7% | +4.6% | -42.3% | -41.3% |
| 3M | -54.6% | -8.3% | -46.3% | -47.4% |
| 6M | -44.1% | -5.6% | -38.5% | -39.0% |
| YTD | +38.4% | +18.7% | +19.7% | +2.8% |
| 1Y | +30.7% | +17.1% | +13.6% | -0.5% |
| All | +479.4% | +15.9% | +463.5% | +392.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling