+1,101.8%
NBIS vs FDX
+45.9%
+1,055.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.1% | -0.8% |
| 7D | +17.8% | -2.3% | +20.1% | +18.8% |
| 30D | +30.5% | -4.9% | +35.4% | +33.0% |
| 3M | +9.2% | -6.5% | +15.6% | +11.6% |
| 6M | +153.2% | +6.7% | +146.5% | +139.1% |
| YTD | +187.1% | +33.9% | +153.3% | +141.5% |
| 1Y | +151.1% | +72.2% | +78.9% | +84.0% |
| All | +1,101.8% | +45.9% | +1,055.9% | +520.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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