+151.8%
NBIS vs EW
+7.8%
+143.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -1.9% |
| 7D | -0.8% | -6.2% | +5.3% | -1.6% |
| 30D | -13.4% | -9.3% | -4.0% | -14.3% |
| 3M | +1.0% | -1.6% | +2.7% | -0.3% |
| 6M | +100.5% | -0.8% | +101.3% | +100.5% |
| YTD | +168.3% | -1.0% | +169.3% | +166.6% |
| 1Y | +151.8% | +8.2% | +143.6% | +172.9% |
| All | +151.8% | +7.8% | +143.9% | +172.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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