+248.8%
NBIS vs EFA
+23.1%
+225.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.1% | +7.4% | +7.2% |
| 7D | +8.2% | +0.6% | +7.6% | +7.1% |
| 30D | +3.4% | +0.9% | +2.5% | +2.1% |
| 3M | -12.8% | +4.9% | -17.7% | -18.3% |
| 6M | +131.5% | +8.6% | +123.0% | +106.2% |
| YTD | +170.5% | +14.6% | +155.8% | +130.3% |
| 1Y | +248.8% | +22.6% | +226.1% | +259.1% |
| All | +248.8% | +23.1% | +225.6% | +259.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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