+28.0%
NBIS vs DRI
+34.0%
-6.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +5.1% | -11.8% | -5.1% |
| 7D | -22.4% | +6.5% | -28.9% | -20.8% |
| 30D | -39.1% | +16.4% | -55.6% | -36.7% |
| 3M | -37.3% | +13.6% | -51.0% | -33.9% |
| 6M | -19.8% | +22.0% | -41.8% | -15.1% |
| YTD | +69.1% | +29.3% | +39.8% | +83.6% |
| 1Y | +28.0% | +32.0% | -4.0% | +40.3% |
| All | +28.0% | +34.0% | -6.0% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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