+673.5%
NBIS vs EXC
+20.0%
+653.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.2% | +15.3% | +15.6% |
| 7D | +9.3% | -1.4% | +10.7% | +7.8% |
| 30D | -26.4% | +8.3% | -34.6% | -18.5% |
| 3M | -19.9% | +2.6% | -22.6% | -17.0% |
| 6M | -16.9% | +5.2% | -22.1% | -9.8% |
| YTD | +84.8% | +7.5% | +77.3% | +108.2% |
| 1Y | +51.3% | +3.2% | +48.2% | +63.0% |
| All | +673.5% | +20.0% | +653.5% | +1,175.3% |
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 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