+1,040.6%
NBIS vs FDX
+47.1%
+993.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.8% | -5.9% | -5.4% |
| 7D | +8.3% | -3.9% | +12.2% | +9.9% |
| 30D | +18.1% | -3.3% | +21.3% | +19.4% |
| 3M | +7.8% | -2.0% | +9.7% | +7.9% |
| 6M | +136.6% | +8.0% | +128.5% | +122.1% |
| YTD | +172.5% | +35.0% | +137.5% | +128.4% |
| 1Y | +144.3% | +73.7% | +70.6% | +78.3% |
| All | +1,040.6% | +47.1% | +993.5% | +486.6% |
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