+28.0%
NBIS vs EIX
+18.9%
+9.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.1% | -9.8% | -6.5% |
| 7D | -22.4% | +4.5% | -26.9% | -22.2% |
| 30D | -39.1% | +15.2% | -54.4% | -38.9% |
| 3M | -37.3% | -11.6% | -25.7% | -37.5% |
| 6M | -19.8% | -8.4% | -11.4% | -20.8% |
| YTD | +69.1% | +8.2% | +60.9% | +75.0% |
| 1Y | +28.0% | +16.6% | +11.4% | +37.2% |
| All | +28.0% | +18.9% | +9.1% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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