+151.1%
NBIS vs F
+20.6%
+130.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.9% | +2.5% | +0.2% |
| 7D | +17.8% | -4.9% | +22.6% | +19.9% |
| 30D | +30.5% | -2.9% | +33.4% | +31.5% |
| 3M | +9.2% | -9.1% | +18.2% | +12.2% |
| 6M | +153.2% | +12.9% | +140.2% | +122.5% |
| YTD | +187.1% | +6.1% | +181.1% | +161.6% |
| 1Y | +151.1% | +22.5% | +128.6% | +123.7% |
| All | +151.1% | +20.6% | +130.5% | +123.7% |
Cumulative growth
Daily Returns
Daily percentage return beside F.
Daily Out/Under-Performance
Portfolio return minus F return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × F 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 F 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