+1,119.4%
NBIS vs EL
+17.1%
+1,102.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.1% | +9.8% | +8.5% |
| 7D | +22.2% | +1.7% | +20.5% | +21.5% |
| 30D | +29.7% | +15.5% | +14.3% | +22.1% |
| 3M | +11.9% | +20.6% | -8.7% | +2.7% |
| 6M | +173.0% | +10.5% | +162.5% | +155.5% |
| YTD | +191.4% | -1.9% | +193.2% | +185.6% |
| 1Y | +280.7% | +16.1% | +264.6% | +238.5% |
| All | +1,119.4% | +17.1% | +1,102.3% | +810.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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