+28.0%
NBIS vs FIS
-50.5%
+78.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -23.7% | +17.0% | -13.1% |
| 7D | -22.4% | -18.4% | -4.0% | -24.8% |
| 30D | -39.1% | -11.4% | -27.8% | -38.6% |
| 3M | -37.3% | -32.0% | -5.3% | -42.5% |
| 6M | -19.8% | -35.6% | +15.8% | -22.2% |
| YTD | +69.1% | -53.8% | +122.9% | +78.7% |
| 1Y | +28.0% | -51.1% | +79.1% | +35.1% |
| All | +28.0% | -50.5% | +78.6% | +35.1% |
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