+1,040.6%
NBIS vs FIS
-55.5%
+1,096.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.2% | -6.3% | -5.0% |
| 7D | +8.3% | -8.9% | +17.2% | +7.6% |
| 30D | +18.1% | -9.9% | +28.0% | +17.2% |
| 3M | +7.8% | 0.0% | +7.8% | +4.1% |
| 6M | +136.6% | -22.9% | +159.5% | +144.4% |
| YTD | +172.5% | -40.9% | +213.4% | +202.7% |
| 1Y | +144.3% | -40.4% | +184.7% | +170.0% |
| All | +1,040.6% | -55.5% | +1,096.1% | +1,487.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling