+28.0%
NBIS vs DOW
+50.2%
-22.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.2% | -3.4% | -7.1% |
| 7D | -22.4% | -4.2% | -18.2% | -22.8% |
| 30D | -39.1% | +14.7% | -53.8% | -38.0% |
| 3M | -37.3% | +9.1% | -46.4% | -36.4% |
| 6M | -19.8% | -17.7% | -2.1% | -16.5% |
| YTD | +69.1% | +44.6% | +24.5% | +50.8% |
| 1Y | +28.0% | +51.9% | -23.9% | +14.5% |
| All | +28.0% | +50.2% | -22.2% | +14.5% |
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