+1,040.6%
NBIS vs DUK
+5.9%
+1,034.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.2% | -6.6% |
| 7D | +8.3% | -1.7% | +10.0% | +5.1% |
| 30D | +18.1% | -2.2% | +20.3% | +13.2% |
| 3M | +7.8% | -3.7% | +11.5% | +2.7% |
| 6M | +136.6% | -6.3% | +142.9% | +119.8% |
| YTD | +172.5% | +4.5% | +168.0% | +205.2% |
| 1Y | +144.3% | +1.8% | +142.4% | +165.2% |
| All | +1,040.6% | +5.9% | +1,034.7% | +1,433.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling