+1,119.4%
NBIS vs F
+42.3%
+1,077.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -4.2% | +12.0% | +9.4% |
| 7D | +22.2% | +1.2% | +21.1% | +21.5% |
| 30D | +29.7% | +1.2% | +28.5% | +28.7% |
| 3M | +11.9% | -5.7% | +17.5% | +13.4% |
| 6M | +173.0% | +17.9% | +155.1% | +145.0% |
| YTD | +191.4% | +10.4% | +181.0% | +169.7% |
| 1Y | +280.7% | +25.3% | +255.4% | +237.3% |
| All | +1,119.4% | +42.3% | +1,077.1% | +856.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling