+248.8%
NBIS vs FIS
-37.2%
+286.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.9% | +8.4% | +7.1% |
| 7D | +8.2% | +1.1% | +7.1% | +8.7% |
| 30D | +3.4% | -2.2% | +5.6% | +2.8% |
| 3M | -12.8% | +2.1% | -15.0% | -11.7% |
| 6M | +131.5% | -14.7% | +146.2% | +137.2% |
| YTD | +170.5% | -35.7% | +206.2% | +168.2% |
| 1Y | +248.8% | -37.1% | +285.8% | +252.5% |
| All | +248.8% | -37.2% | +286.0% | +252.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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