+547.5%
NBIS vs EXPD
+57.5%
+490.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -2.3% | +9.8% | +8.0% |
| 7D | -16.0% | -7.2% | -8.8% | -14.5% |
| 30D | -45.4% | -3.3% | -42.1% | -44.8% |
| 3M | -31.8% | +3.4% | -35.2% | -31.8% |
| 6M | -33.6% | +22.7% | -56.3% | -35.4% |
| YTD | +54.7% | +24.5% | +30.2% | +48.4% |
| 1Y | +18.3% | +38.6% | -20.3% | +9.8% |
| All | +547.5% | +57.5% | +490.0% | +469.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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