+1,040.6%
NBIS vs DT
-5.9%
+1,046.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.6% | -6.7% | -5.7% |
| 7D | +8.3% | -2.5% | +10.8% | +9.1% |
| 30D | +18.1% | +3.5% | +14.5% | +15.8% |
| 3M | +7.8% | +26.7% | -19.0% | -5.3% |
| 6M | +136.6% | +36.1% | +100.4% | +92.1% |
| YTD | +172.5% | +18.6% | +153.9% | +147.6% |
| 1Y | +144.3% | +7.9% | +136.4% | +142.5% |
| All | +1,040.6% | -5.9% | +1,046.5% | +1,254.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling