+1,119.4%
NBIS vs FIS
-54.5%
+1,173.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -5.9% | +13.6% | +7.2% |
| 7D | +22.2% | -3.5% | +25.7% | +21.9% |
| 30D | +29.7% | -7.8% | +37.6% | +29.1% |
| 3M | +11.9% | +0.8% | +11.0% | +8.7% |
| 6M | +173.0% | -21.9% | +194.9% | +183.3% |
| YTD | +191.4% | -39.5% | +230.8% | +224.2% |
| 1Y | +280.7% | -41.0% | +321.7% | +326.7% |
| All | +1,119.4% | -54.5% | +1,173.9% | +1,600.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling