+1,101.8%
NBIS vs EFA
+39.5%
+1,062.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | +0.8% |
| 7D | +17.8% | -0.5% | +18.2% | +18.8% |
| 30D | +30.5% | -1.3% | +31.9% | +34.7% |
| 3M | +9.2% | +5.2% | +4.0% | +1.4% |
| 6M | +153.2% | +9.4% | +143.8% | +117.7% |
| YTD | +187.1% | +12.7% | +174.4% | +136.5% |
| 1Y | +151.1% | +19.3% | +131.8% | +85.8% |
| All | +1,101.8% | +39.5% | +1,062.3% | +628.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling