+1,040.6%
NBIS vs ESI
+38.9%
+1,001.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.5% | -0.6% | -1.2% |
| 7D | +8.3% | -2.3% | +10.6% | +10.7% |
| 30D | +18.1% | -9.0% | +27.1% | +29.2% |
| 3M | +7.8% | -13.3% | +21.0% | +25.0% |
| 6M | +136.6% | +5.3% | +131.3% | +131.7% |
| YTD | +172.5% | +37.6% | +134.9% | +121.1% |
| 1Y | +144.3% | +33.6% | +110.7% | +101.8% |
| All | +1,040.6% | +38.9% | +1,001.6% | +770.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling