+479.4%
NBIS vs EMR
+56.0%
+423.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | 0.0% | -10.0% | -10.0% |
| 7D | -10.5% | +2.8% | -13.4% | -13.2% |
| 30D | -37.7% | +3.7% | -41.4% | -39.6% |
| 3M | -54.6% | +2.0% | -56.6% | -55.1% |
| 6M | -44.1% | +22.1% | -66.2% | -54.4% |
| YTD | +38.4% | +27.2% | +11.2% | +6.9% |
| 1Y | +30.7% | +32.0% | -1.3% | -3.0% |
| All | +479.4% | +56.0% | +423.4% | +284.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling