+1,119.4%
NBIS vs EXC
+15.6%
+1,103.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.7% | +7.0% | +8.5% |
| 7D | +22.2% | +1.2% | +21.0% | +23.8% |
| 30D | +29.7% | -2.7% | +32.5% | +25.2% |
| 3M | +11.9% | -1.0% | +12.8% | +11.5% |
| 6M | +173.0% | -9.3% | +182.3% | +152.3% |
| YTD | +191.4% | +3.6% | +187.7% | +211.8% |
| 1Y | +280.7% | +5.9% | +274.8% | +324.0% |
| All | +1,119.4% | +15.6% | +1,103.8% | +1,809.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling