+1,101.8%
NBIS vs EIX
-26.2%
+1,128.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.7% | -1.3% |
| 7D | +17.8% | +4.1% | +13.7% | +17.7% |
| 30D | +30.5% | -15.3% | +45.9% | +31.3% |
| 3M | +9.2% | -18.4% | +27.6% | +9.5% |
| 6M | +153.2% | -16.8% | +170.0% | +153.3% |
| YTD | +187.1% | -0.6% | +187.7% | +184.2% |
| 1Y | +151.1% | +10.7% | +140.4% | +145.2% |
| All | +1,101.8% | -26.2% | +1,128.0% | +888.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling