+144.3%
NBIS vs DRI
+1.2%
+143.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.2% | -5.3% |
| 7D | +8.3% | -4.8% | +13.1% | +7.2% |
| 30D | +18.1% | -5.2% | +23.2% | +16.8% |
| 3M | +7.8% | +2.7% | +5.0% | +10.2% |
| 6M | +136.6% | +3.6% | +132.9% | +142.7% |
| YTD | +172.5% | +15.4% | +157.1% | +185.4% |
| 1Y | +144.3% | +1.3% | +143.0% | +158.6% |
| All | +144.3% | +1.2% | +143.0% | +158.6% |
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