+1,101.8%
NBIS vs EWZ
+50.7%
+1,051.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.2% |
| 7D | +17.8% | -0.1% | +17.8% | +17.9% |
| 30D | +30.5% | +8.2% | +22.4% | +20.8% |
| 3M | +9.2% | +13.3% | -4.1% | -2.2% |
| 6M | +153.2% | +3.6% | +149.6% | +144.1% |
| YTD | +187.1% | +21.0% | +166.2% | +142.2% |
| 1Y | +151.1% | +34.7% | +116.4% | +89.2% |
| All | +1,101.8% | +50.7% | +1,051.1% | +827.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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