+248.8%
NBIS vs FIVE
+66.7%
+182.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +5.1% | +2.4% | +6.7% |
| 7D | +8.2% | +4.3% | +4.0% | +7.6% |
| 30D | +3.4% | +12.5% | -9.1% | +1.5% |
| 3M | -12.8% | +31.2% | -44.1% | -15.9% |
| 6M | +131.5% | +14.4% | +117.2% | +126.7% |
| YTD | +170.5% | +33.9% | +136.6% | +161.0% |
| 1Y | +248.8% | +65.1% | +183.7% | +247.2% |
| All | +248.8% | +66.7% | +182.1% | +247.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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