+2.9%
NBIS vs EQH
+12.7%
-9.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -5.7% | -9.2% | -12.3% |
| 7D | -30.0% | -3.1% | -26.9% | -28.6% |
| 30D | -51.8% | -2.9% | -48.9% | -50.9% |
| 3M | -45.0% | +3.1% | -48.2% | -45.5% |
| 6M | -31.6% | +21.8% | -53.4% | -36.8% |
| YTD | +43.8% | +13.3% | +30.5% | +31.2% |
| 1Y | +2.9% | +20.1% | -17.3% | -7.1% |
| All | +2.9% | +12.7% | -9.9% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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