+1,101.8%
NBIS vs DRI
+34.1%
+1,067.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.3% |
| 7D | +17.8% | -4.8% | +22.6% | +18.4% |
| 30D | +30.5% | -3.9% | +34.5% | +31.4% |
| 3M | +9.2% | +5.1% | +4.1% | +8.5% |
| 6M | +153.2% | +5.5% | +147.7% | +151.0% |
| YTD | +187.1% | +16.5% | +170.7% | +175.3% |
| 1Y | +151.1% | +2.0% | +149.1% | +152.8% |
| All | +1,101.8% | +34.1% | +1,067.6% | +1,070.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling