+151.8%
NBIS vs DOW
+28.8%
+123.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.4% |
| 7D | -0.8% | -1.4% | +0.6% | -0.7% |
| 30D | -13.4% | -3.9% | -9.4% | -13.2% |
| 3M | +1.0% | -12.7% | +13.7% | +3.4% |
| 6M | +100.5% | -13.7% | +114.2% | +98.4% |
| YTD | +168.3% | +28.4% | +139.9% | +122.0% |
| 1Y | +151.8% | +21.8% | +130.0% | +122.6% |
| All | +151.8% | +28.8% | +123.0% | +122.6% |
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