+479.4%
NBIS vs DOC
+1.0%
+478.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.2% | -9.7% | -9.9% |
| 7D | -10.5% | -0.9% | -9.6% | -10.4% |
| 30D | -37.7% | +7.7% | -45.4% | -37.9% |
| 3M | -54.6% | -2.0% | -52.6% | -54.3% |
| 6M | -44.1% | +5.9% | -50.0% | -44.9% |
| YTD | +38.4% | +31.8% | +6.6% | +29.6% |
| 1Y | +30.7% | +22.5% | +8.2% | +23.4% |
| All | +479.4% | +1.0% | +478.4% | +394.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling