+28.0%
NBIS vs EXC
+1.0%
+27.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.6% | -8.3% | -5.1% |
| 7D | -22.4% | +3.3% | -25.7% | -19.8% |
| 30D | -39.1% | +13.3% | -52.4% | -32.0% |
| 3M | -37.3% | +1.8% | -39.1% | -36.3% |
| 6M | -19.8% | +1.1% | -20.9% | -16.8% |
| YTD | +69.1% | +9.0% | +60.0% | +80.9% |
| 1Y | +28.0% | +3.4% | +24.7% | +37.3% |
| All | +28.0% | +1.0% | +27.0% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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