+1,022.8%
NBIS vs EMR
+42.2%
+980.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.6% | -4.1% | -4.5% |
| 7D | -0.8% | -0.4% | -0.4% | -0.4% |
| 30D | -13.4% | -6.8% | -6.6% | -6.2% |
| 3M | +1.0% | +7.5% | -6.4% | -5.8% |
| 6M | +100.5% | +9.9% | +90.6% | +80.9% |
| YTD | +168.3% | +16.0% | +152.3% | +127.6% |
| 1Y | +151.8% | +12.4% | +139.3% | +121.1% |
| All | +1,022.8% | +42.2% | +980.5% | +718.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 10y: compounded portfolio wealth divided by compounded EMR 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…
10y analysis · Full analysis span regression · 6 months rolling