+1,031.9%
NBIS vs EXC
+14.8%
+1,017.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.1% | +8.5% | +6.3% |
| 7D | +8.2% | +0.3% | +7.9% | +8.6% |
| 30D | +3.4% | -3.7% | +7.1% | -1.6% |
| 3M | -12.8% | -1.3% | -11.5% | -13.1% |
| 6M | +131.5% | -9.7% | +141.2% | +113.1% |
| YTD | +170.5% | +2.9% | +167.6% | +187.3% |
| 1Y | +248.8% | +4.4% | +244.4% | +281.5% |
| All | +1,031.9% | +14.8% | +1,017.2% | +1,660.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling