+479.4%
NBIS vs DRI
+47.7%
+431.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.4% | -10.3% | -9.9% |
| 7D | -10.5% | +1.1% | -11.6% | -10.6% |
| 30D | -37.7% | +9.7% | -47.4% | -38.2% |
| 3M | -54.6% | +3.2% | -57.7% | -54.6% |
| 6M | -44.1% | +20.6% | -64.7% | -45.6% |
| YTD | +38.4% | +28.3% | +10.2% | +31.5% |
| 1Y | +30.7% | +34.5% | -3.8% | +21.9% |
| All | +479.4% | +47.7% | +431.7% | +459.4% |
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