+1,040.6%
NBIS vs DTE
+10.3%
+1,030.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.3% | -3.8% | -5.7% |
| 7D | +8.3% | -2.0% | +10.3% | +7.1% |
| 30D | +18.1% | -2.4% | +20.4% | +16.4% |
| 3M | +7.8% | -7.3% | +15.1% | +3.2% |
| 6M | +136.6% | -7.6% | +144.2% | +127.7% |
| YTD | +172.5% | +5.8% | +166.7% | +177.4% |
| 1Y | +144.3% | +2.3% | +141.9% | +144.7% |
| All | +1,040.6% | +10.3% | +1,030.2% | +1,199.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 all: compounded portfolio wealth divided by compounded DTE 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…
all analysis · Full analysis span regression · 6 months rolling