+1,022.8%
NBIS vs ESI
+39.6%
+983.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -2.0% |
| 7D | -0.8% | -4.6% | +3.8% | +3.4% |
| 30D | -13.4% | -10.5% | -2.9% | -4.3% |
| 3M | +1.0% | -19.8% | +20.8% | +23.9% |
| 6M | +100.5% | +5.8% | +94.7% | +95.5% |
| YTD | +168.3% | +38.3% | +130.0% | +116.7% |
| 1Y | +151.8% | +31.5% | +120.2% | +110.4% |
| All | +1,022.8% | +39.6% | +983.1% | +752.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 10y: compounded portfolio wealth divided by compounded ESI 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…
10y analysis · Full analysis span regression · 6 months rolling