+1,101.8%
NBIS vs ELV
-4.2%
+1,105.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.2% | -1.4% |
| 7D | +17.8% | -2.2% | +20.0% | +17.8% |
| 30D | +30.5% | -0.2% | +30.7% | +30.5% |
| 3M | +9.2% | -6.1% | +15.3% | +9.4% |
| 6M | +153.2% | +42.8% | +110.3% | +150.6% |
| YTD | +187.1% | +14.4% | +172.8% | +181.1% |
| 1Y | +151.1% | +28.6% | +122.5% | +148.7% |
| All | +1,101.8% | -4.2% | +1,105.9% | +1,108.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling