+30.7%
NBIS vs EXPE
-4.7%
+35.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -1.2% | -8.7% | -10.0% |
| 7D | -10.5% | -0.5% | -10.0% | -10.6% |
| 30D | -37.7% | -6.1% | -31.6% | -37.2% |
| 3M | -54.6% | -21.3% | -33.3% | -54.8% |
| 6M | -44.1% | +19.0% | -63.1% | -44.1% |
| YTD | +38.4% | -8.4% | +46.9% | +41.7% |
| 1Y | +30.7% | -2.8% | +33.5% | +35.9% |
| All | +30.7% | -4.7% | +35.5% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 1y: compounded portfolio wealth divided by compounded EXPE 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…
1y analysis · Full analysis span regression · 6 months rolling