+1,119.4%
NBIS vs FE
+15.1%
+1,104.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.7% | +8.4% | +7.2% |
| 7D | +22.2% | +0.6% | +21.6% | +22.8% |
| 30D | +29.7% | -2.1% | +31.9% | +27.5% |
| 3M | +11.9% | +2.6% | +9.2% | +14.2% |
| 6M | +173.0% | -6.8% | +179.8% | +166.8% |
| YTD | +191.4% | +6.9% | +184.5% | +211.5% |
| 1Y | +280.7% | +11.6% | +269.1% | +320.7% |
| All | +1,119.4% | +15.1% | +1,104.3% | +1,550.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling