+1,022.8%
NBIS vs EWT
+112.4%
+910.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -4.7% |
| 7D | -0.8% | -1.1% | +0.3% | +1.0% |
| 30D | -13.4% | +4.5% | -17.8% | -19.6% |
| 3M | +1.0% | +8.3% | -7.2% | -8.1% |
| 6M | +100.5% | +54.2% | +46.3% | -1.0% |
| YTD | +168.3% | +74.6% | +93.7% | +6.5% |
| 1Y | +151.8% | +84.9% | +66.9% | -10.6% |
| All | +1,022.8% | +112.4% | +910.4% | +262.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling