+1,101.8%
NBIS vs EW
+23.1%
+1,078.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | +17.8% | -5.1% | +22.9% | +18.9% |
| 30D | +30.5% | -6.4% | +36.9% | +32.1% |
| 3M | +9.2% | -1.6% | +10.7% | +8.4% |
| 6M | +153.2% | +2.3% | +150.9% | +149.0% |
| YTD | +187.1% | +1.1% | +186.0% | +184.3% |
| 1Y | +151.1% | +8.0% | +143.1% | +142.0% |
| All | +1,101.8% | +23.1% | +1,078.6% | +931.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling