+1,040.6%
NBIS vs DOW
-37.0%
+1,077.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.8% | -5.9% | -5.3% |
| 7D | +8.3% | -2.4% | +10.7% | +8.9% |
| 30D | +18.1% | -4.1% | +22.1% | +18.8% |
| 3M | +7.8% | -12.4% | +20.2% | +11.4% |
| 6M | +136.6% | -10.6% | +147.2% | +136.3% |
| YTD | +172.5% | +31.1% | +141.4% | +129.0% |
| 1Y | +144.3% | +30.5% | +113.7% | +104.5% |
| All | +1,040.6% | -37.0% | +1,077.6% | +1,287.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling