+607.2%
NBIS vs F
+27.3%
+580.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.6% | +8.6% | +9.0% |
| 7D | 0.0% | -0.6% | +0.7% | +0.2% |
| 30D | -36.0% | +2.9% | -38.9% | -36.9% |
| 3M | -24.7% | -9.5% | -15.3% | -22.5% |
| 6M | -20.1% | +4.0% | -24.1% | -24.7% |
| YTD | +69.0% | -1.3% | +70.3% | +62.4% |
| 1Y | +27.1% | -1.9% | +29.1% | +22.8% |
| All | +607.2% | +27.3% | +580.0% | +476.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling