+1,101.8%
NBIS vs EXC
+14.9%
+1,086.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -2.1% |
| 7D | +17.8% | +0.3% | +17.4% | +18.2% |
| 30D | +30.5% | -0.9% | +31.4% | +29.0% |
| 3M | +9.2% | -2.7% | +11.9% | +6.9% |
| 6M | +153.2% | -9.4% | +162.5% | +133.5% |
| YTD | +187.1% | +3.0% | +184.1% | +205.3% |
| 1Y | +151.1% | +5.1% | +146.0% | +177.5% |
| All | +1,101.8% | +14.9% | +1,086.8% | +1,770.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling