+1,022.8%
NBIS vs EFA
+39.6%
+983.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.5% | -3.6% |
| 7D | -0.8% | -1.5% | +0.7% | +2.2% |
| 30D | -13.4% | -1.7% | -11.7% | -10.2% |
| 3M | +1.0% | +3.5% | -2.5% | -3.4% |
| 6M | +100.5% | +9.5% | +91.0% | +72.1% |
| YTD | +168.3% | +12.9% | +155.4% | +120.4% |
| 1Y | +151.8% | +18.2% | +133.6% | +89.8% |
| All | +1,022.8% | +39.6% | +983.1% | +578.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling