+151.1%
NBIS vs ES
+17.2%
+133.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -1.8% |
| 7D | +17.8% | 0.0% | +17.8% | +17.8% |
| 30D | +30.5% | -1.0% | +31.6% | +30.3% |
| 3M | +9.2% | +1.5% | +7.7% | +8.4% |
| 6M | +153.2% | -3.5% | +156.6% | +154.3% |
| YTD | +187.1% | +7.0% | +180.2% | +184.5% |
| 1Y | +151.1% | +15.3% | +135.8% | +117.1% |
| All | +151.1% | +17.2% | +133.9% | +117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 ES 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