+1,040.6%
NBIS vs FDS
-42.4%
+1,083.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -5.8% | +0.7% | -6.9% |
| 7D | +8.3% | -16.0% | +24.3% | +2.4% |
| 30D | +18.1% | -6.7% | +24.8% | +16.1% |
| 3M | +7.8% | +6.0% | +1.8% | +11.5% |
| 6M | +136.6% | +25.1% | +111.5% | +147.1% |
| YTD | +172.5% | -8.1% | +180.7% | +186.6% |
| 1Y | +144.3% | -26.0% | +170.3% | +169.5% |
| All | +1,040.6% | -42.4% | +1,083.0% | +1,174.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 10y: compounded portfolio wealth divided by compounded FDS 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…
10y analysis · Full analysis span regression · 6 months rolling