+1,101.8%
NBIS vs EMR
+40.5%
+1,061.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.3% | -0.1% |
| 7D | +17.8% | +0.9% | +16.9% | +16.6% |
| 30D | +30.5% | -5.0% | +35.5% | +38.2% |
| 3M | +9.2% | +5.9% | +3.3% | +3.6% |
| 6M | +153.2% | +7.3% | +145.8% | +134.6% |
| YTD | +187.1% | +14.6% | +172.6% | +147.3% |
| 1Y | +151.1% | +15.6% | +135.5% | +112.5% |
| All | +1,101.8% | +40.5% | +1,061.2% | +789.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling