+248.8%
NBIS vs FERG
+0.8%
+247.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FERG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.3% | +5.2% | +6.6% |
| 7D | +8.2% | 0.0% | +8.3% | +8.3% |
| 30D | +3.4% | -10.2% | +13.6% | +6.8% |
| 3M | -12.8% | -0.6% | -12.2% | -13.4% |
| 6M | +131.5% | -6.5% | +138.1% | +132.1% |
| YTD | +170.5% | +4.2% | +166.3% | +173.1% |
| 1Y | +248.8% | -2.3% | +251.0% | +266.7% |
| All | +248.8% | +0.8% | +247.9% | +266.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FERG.
Daily Out/Under-Performance
Portfolio return minus FERG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FERG 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 1y: compounded portfolio wealth divided by compounded FERG 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…
1y analysis · Full analysis span regression · 6 months rolling