+28.6%
NBIS vs FGI
+45.3%
-16.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.9% | +7.3% | +9.2% |
| 7D | 0.0% | -1.4% | +1.4% | +0.1% |
| 30D | -36.0% | -3.2% | -32.8% | -36.0% |
| 3M | -24.7% | +64.1% | -88.9% | -25.8% |
| 6M | -20.1% | +17.2% | -37.3% | -21.0% |
| YTD | +69.0% | +31.6% | +37.4% | +64.7% |
| All | +28.6% | +45.3% | -16.7% | +27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling