+1,101.8%
NBIS vs EWT
+114.0%
+987.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.8% |
| 7D | +17.8% | +2.1% | +15.6% | +13.7% |
| 30D | +30.5% | +9.4% | +21.2% | +13.1% |
| 3M | +9.2% | +10.9% | -1.7% | -4.3% |
| 6M | +153.2% | +57.9% | +95.2% | +20.4% |
| YTD | +187.1% | +75.9% | +111.2% | +12.6% |
| 1Y | +151.1% | +89.7% | +61.4% | -15.1% |
| All | +1,101.8% | +114.0% | +987.7% | +283.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling