+1,040.6%
NBIS vs EMR
+38.7%
+1,001.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.3% | -3.8% | -3.6% |
| 7D | +8.3% | -1.2% | +9.5% | +10.0% |
| 30D | +18.1% | -9.4% | +27.5% | +32.2% |
| 3M | +7.8% | +8.6% | -0.8% | -0.4% |
| 6M | +136.6% | +6.7% | +129.9% | +120.9% |
| YTD | +172.5% | +13.1% | +159.5% | +138.4% |
| 1Y | +144.3% | +12.7% | +131.5% | +113.3% |
| All | +1,040.6% | +38.7% | +1,001.9% | +757.4% |
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