+151.8%
NBIS vs EFX
-30.9%
+182.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.1% | -1.2% |
| 7D | -0.8% | -4.5% | +3.7% | -3.9% |
| 30D | -13.4% | -6.1% | -7.3% | -16.0% |
| 3M | +1.0% | +6.2% | -5.2% | +6.0% |
| 6M | +100.5% | -11.2% | +111.7% | +102.1% |
| YTD | +168.3% | -21.4% | +189.7% | +160.3% |
| 1Y | +151.8% | -34.3% | +186.1% | +114.6% |
| All | +151.8% | -30.9% | +182.6% | +114.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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