+248.8%
NBIS vs DOW
+30.0%
+218.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -3.0% | +10.5% | +7.7% |
| 7D | +8.2% | -2.4% | +10.6% | +8.4% |
| 30D | +3.4% | +0.4% | +3.0% | +2.8% |
| 3M | -12.8% | -14.4% | +1.6% | -10.1% |
| 6M | +131.5% | -7.0% | +138.5% | +123.7% |
| YTD | +170.5% | +30.2% | +140.3% | +124.8% |
| 1Y | +248.8% | +29.2% | +219.6% | +199.5% |
| All | +248.8% | +30.0% | +218.8% | +199.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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