+1,119.4%
NBIS vs DRI
+36.3%
+1,083.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.8% | +9.6% | +7.9% |
| 7D | +22.2% | -1.2% | +23.4% | +22.3% |
| 30D | +29.7% | -0.4% | +30.1% | +30.2% |
| 3M | +11.9% | +9.5% | +2.4% | +10.4% |
| 6M | +173.0% | +6.5% | +166.6% | +170.6% |
| YTD | +191.4% | +18.4% | +172.9% | +178.8% |
| 1Y | +280.7% | +4.2% | +276.5% | +282.0% |
| All | +1,119.4% | +36.3% | +1,083.1% | +1,085.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling