+1,101.8%
NBIS vs EMB
+13.5%
+1,088.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -0.7% |
| 7D | +17.8% | 0.0% | +17.7% | +17.7% |
| 30D | +30.5% | -0.3% | +30.8% | +31.8% |
| 3M | +9.2% | -0.3% | +9.5% | +11.2% |
| 6M | +153.2% | +0.7% | +152.4% | +149.3% |
| YTD | +187.1% | +1.3% | +185.9% | +178.6% |
| 1Y | +151.1% | +4.7% | +146.4% | +114.5% |
| All | +1,101.8% | +13.5% | +1,088.3% | +671.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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