+1,022.8%
NBIS vs ELV
+1.6%
+1,021.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.6% |
| 7D | -0.8% | +3.2% | -4.0% | -0.8% |
| 30D | -13.4% | +5.4% | -18.7% | -13.4% |
| 3M | +1.0% | +5.4% | -4.3% | +1.0% |
| 6M | +100.5% | +45.7% | +54.8% | +98.4% |
| YTD | +168.3% | +21.2% | +147.1% | +162.6% |
| 1Y | +151.8% | +35.6% | +116.1% | +149.2% |
| All | +1,022.8% | +1.6% | +1,021.2% | +1,028.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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