+1,040.6%
NBIS vs EW
+24.0%
+1,016.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.7% | -5.8% | -5.2% |
| 7D | +8.3% | -3.4% | +11.7% | +9.0% |
| 30D | +18.1% | -7.4% | +25.4% | +19.8% |
| 3M | +7.8% | +0.9% | +6.8% | +6.2% |
| 6M | +136.6% | +1.2% | +135.4% | +134.1% |
| YTD | +172.5% | +1.8% | +170.7% | +169.5% |
| 1Y | +144.3% | +10.8% | +133.4% | +132.5% |
| All | +1,040.6% | +24.0% | +1,016.6% | +877.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling