+547.5%
NBIS vs FE
+16.2%
+531.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.4% | +8.0% | +7.2% |
| 7D | -16.0% | 0.0% | -16.0% | -15.9% |
| 30D | -45.4% | +5.2% | -50.6% | -43.1% |
| 3M | -31.8% | 0.0% | -31.8% | -31.5% |
| 6M | -33.6% | +5.0% | -38.7% | -30.5% |
| YTD | +54.7% | +7.9% | +46.8% | +67.3% |
| 1Y | +18.3% | +6.3% | +12.0% | +27.2% |
| All | +547.5% | +16.2% | +531.3% | +786.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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