+543.2%
NBIS vs FGI
+77.3%
+465.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | +6.2% | -23.0% | -16.7% |
| 7D | +6.9% | +13.5% | -6.6% | +7.1% |
| 30D | -37.8% | +17.1% | -54.9% | -37.6% |
| 3M | -50.4% | +78.0% | -128.4% | -49.4% |
| 6M | -28.2% | +46.4% | -74.6% | -27.0% |
| YTD | +53.7% | +47.7% | +6.0% | +58.4% |
| 1Y | +36.3% | +56.8% | -20.5% | +42.2% |
| All | +543.2% | +77.3% | +465.9% | +636.5% |
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