+479.4%
NBIS vs ESI
+34.5%
+444.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.7% | -9.2% | -9.2% |
| 7D | -10.5% | +5.5% | -16.0% | -13.9% |
| 30D | -37.7% | -7.8% | -29.9% | -31.4% |
| 3M | -54.6% | -15.0% | -39.6% | -46.2% |
| 6M | -44.1% | -24.9% | -19.2% | -26.2% |
| YTD | +38.4% | +33.2% | +5.2% | +18.5% |
| 1Y | +30.7% | +24.9% | +5.8% | +17.1% |
| All | +479.4% | +34.5% | +444.9% | +366.2% |
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