+248.8%
NBIS vs ED
+12.4%
+236.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.3% | +8.8% | +5.0% |
| 7D | +8.2% | -0.2% | +8.4% | +8.0% |
| 30D | +3.4% | -0.1% | +3.5% | +3.2% |
| 3M | -12.8% | +3.9% | -16.7% | -5.5% |
| 6M | +131.5% | -3.0% | +134.6% | +130.5% |
| YTD | +170.5% | +10.7% | +159.8% | +238.8% |
| 1Y | +248.8% | +13.3% | +235.4% | +343.3% |
| All | +248.8% | +12.4% | +236.4% | +343.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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