+1,101.8%
NBIS vs FGI
+62.7%
+1,039.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.4% | -3.8% | -1.4% |
| 7D | +17.8% | +14.7% | +3.1% | +18.0% |
| 30D | +30.5% | +67.0% | -36.4% | +32.9% |
| 3M | +9.2% | +31.0% | -21.8% | +10.6% |
| 6M | +153.2% | +126.8% | +26.3% | +163.0% |
| YTD | +187.1% | +35.6% | +151.5% | +195.2% |
| 1Y | +151.1% | +108.9% | +42.2% | +172.1% |
| All | +1,101.8% | +62.7% | +1,039.0% | +1,272.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling