+28.0%
NBIS vs DUK
+7.9%
+20.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.4% | -9.1% | -2.2% |
| 7D | -22.4% | +4.9% | -27.3% | -14.8% |
| 30D | -39.1% | +13.8% | -53.0% | -22.6% |
| 3M | -37.3% | +5.2% | -42.5% | -30.9% |
| 6M | -19.8% | +3.5% | -23.2% | -10.6% |
| YTD | +69.1% | +13.5% | +55.6% | +117.5% |
| 1Y | +28.0% | +8.3% | +19.7% | +55.9% |
| All | +28.0% | +7.9% | +20.1% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 1y: compounded portfolio wealth divided by compounded DUK 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…
1y analysis · Full analysis span regression · 6 months rolling