+1,022.8%
NBIS vs EXC
+13.5%
+1,009.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.0% | -2.1% |
| 7D | -0.8% | -1.1% | +0.3% | -2.1% |
| 30D | -13.4% | -3.6% | -9.7% | -17.0% |
| 3M | +1.0% | -4.3% | +5.3% | -3.0% |
| 6M | +100.5% | -9.9% | +110.4% | +83.4% |
| YTD | +168.3% | +1.8% | +166.5% | +181.2% |
| 1Y | +151.8% | +2.9% | +148.9% | +170.6% |
| All | +1,022.8% | +13.5% | +1,009.2% | +1,622.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling