+131.5%
NBIS vs FE
-5.6%
+137.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.6% | +8.1% | +6.9% |
| 7D | +8.2% | +1.9% | +6.3% | +10.3% |
| 30D | +3.4% | -1.2% | +4.5% | +1.5% |
| 3M | -12.8% | +3.5% | -16.3% | -10.0% |
| 6M | +131.5% | -6.1% | +137.6% | +158.2% |
| All | +131.5% | -5.6% | +137.2% | +158.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling