+1,119.4%
NBIS vs DOW
-37.2%
+1,156.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.4% | +7.3% | +7.6% |
| 7D | +22.2% | -2.9% | +25.1% | +23.0% |
| 30D | +29.7% | +2.0% | +27.8% | +28.3% |
| 3M | +11.9% | -12.5% | +24.4% | +15.6% |
| 6M | +173.0% | -9.2% | +182.2% | +170.9% |
| YTD | +191.4% | +30.8% | +160.6% | +145.0% |
| 1Y | +280.7% | +29.4% | +251.3% | +220.3% |
| All | +1,119.4% | -37.2% | +1,156.6% | +1,384.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling