+673.5%
NBIS vs EXPD
+66.0%
+607.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +2.9% | +12.6% | +14.8% |
| 7D | +9.3% | -1.6% | +10.9% | +9.8% |
| 30D | -26.4% | +0.6% | -27.0% | -26.2% |
| 3M | -19.9% | +9.8% | -29.8% | -20.9% |
| 6M | -16.9% | +25.8% | -42.6% | -19.5% |
| YTD | +84.8% | +31.3% | +53.5% | +75.3% |
| 1Y | +51.3% | +40.9% | +10.4% | +40.5% |
| All | +673.5% | +66.0% | +607.5% | +572.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling