+1,119.4%
NBIS vs FGI
+58.9%
+1,060.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.9% | +5.8% | +7.8% |
| 7D | +22.2% | +5.2% | +17.1% | +22.3% |
| 30D | +29.7% | +65.2% | -35.5% | +32.1% |
| 3M | +11.9% | +30.2% | -18.3% | +13.4% |
| 6M | +173.0% | +87.8% | +85.2% | +182.6% |
| YTD | +191.4% | +32.5% | +158.9% | +199.5% |
| 1Y | +280.7% | +93.6% | +187.1% | +311.5% |
| All | +1,119.4% | +58.9% | +1,060.5% | +1,292.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 10y: compounded portfolio wealth divided by compounded FGI 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…
10y analysis · Full analysis span regression · 6 months rolling