+1,022.8%
NBIS vs DT
-6.6%
+1,029.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.3% |
| 7D | -0.8% | -1.6% | +0.8% | -0.4% |
| 30D | -13.4% | +3.0% | -16.4% | -14.9% |
| 3M | +1.0% | +26.5% | -25.5% | -11.3% |
| 6M | +100.5% | +35.9% | +64.6% | +62.5% |
| YTD | +168.3% | +17.8% | +150.4% | +144.3% |
| 1Y | +151.8% | +4.1% | +147.7% | +159.3% |
| All | +1,022.8% | -6.6% | +1,029.3% | +1,237.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 10y: compounded portfolio wealth divided by compounded DT 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…
10y analysis · Full analysis span regression · 6 months rolling