+30.7%
NBIS vs ESTC
-3.5%
+34.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -1.0% | -8.9% | -9.7% |
| 7D | -10.5% | +2.4% | -12.9% | -11.0% |
| 30D | -37.7% | -4.2% | -33.5% | -36.6% |
| 3M | -54.6% | +2.5% | -57.0% | -54.5% |
| 6M | -44.1% | +81.5% | -125.6% | -52.4% |
| YTD | +38.4% | +16.8% | +21.6% | +38.7% |
| 1Y | +30.7% | -3.5% | +34.2% | +38.4% |
| All | +30.7% | -3.5% | +34.3% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 ESTC 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