+248.8%
NBIS vs EWT
+99.0%
+149.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.9% | +5.6% | +4.5% |
| 7D | +8.2% | +4.0% | +4.3% | +1.7% |
| 30D | +3.4% | +10.3% | -6.9% | -10.7% |
| 3M | -12.8% | +6.1% | -18.9% | -18.7% |
| 6M | +131.5% | +56.6% | +74.9% | +26.7% |
| YTD | +170.5% | +76.6% | +93.9% | +22.3% |
| 1Y | +248.8% | +97.9% | +150.9% | +32.0% |
| All | +248.8% | +99.0% | +149.8% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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