+1,022.8%
NBIS vs EQH
+21.6%
+1,001.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -2.6% |
| 7D | -0.8% | +0.7% | -1.5% | -1.5% |
| 30D | -13.4% | +2.8% | -16.2% | -15.3% |
| 3M | +1.0% | +23.1% | -22.0% | -14.2% |
| 6M | +100.5% | +41.4% | +59.1% | +49.3% |
| YTD | +168.3% | +14.3% | +154.0% | +138.5% |
| 1Y | +151.8% | +1.6% | +150.2% | +146.9% |
| All | +1,022.8% | +21.6% | +1,001.2% | +914.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling