+28.0%
NBIS vs EME
-3.1%
+31.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -9.6% | +3.0% | +6.2% |
| 7D | -22.4% | -5.8% | -16.6% | -16.5% |
| 30D | -39.1% | -17.9% | -21.2% | -20.5% |
| 3M | -37.3% | -22.0% | -15.3% | -11.6% |
| 6M | -19.8% | -29.7% | +9.9% | +31.4% |
| YTD | +69.1% | +4.7% | +64.4% | +50.4% |
| 1Y | +28.0% | -2.1% | +30.1% | +30.3% |
| All | +28.0% | -3.1% | +31.1% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 1y: compounded portfolio wealth divided by compounded EME 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…
1y analysis · Full analysis span regression · 6 months rolling