+543.2%
NBIS vs FDX
+51.2%
+492.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -1.0% | -15.8% | -16.4% |
| 7D | +6.9% | +0.8% | +6.1% | +6.7% |
| 30D | -37.8% | +9.9% | -47.7% | -39.9% |
| 3M | -50.4% | -1.9% | -48.5% | -50.1% |
| 6M | -28.2% | +6.1% | -34.3% | -30.2% |
| YTD | +53.7% | +38.8% | +14.9% | +27.6% |
| 1Y | +36.3% | +50.0% | -13.7% | +8.9% |
| All | +543.2% | +51.2% | +492.0% | +227.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling