+1,101.8%
NBIS vs FIVE
+162.1%
+939.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -0.3% |
| 7D | +17.8% | +1.7% | +16.1% | +17.0% |
| 30D | +30.5% | +5.0% | +25.6% | +27.6% |
| 3M | +9.2% | +29.5% | -20.3% | -3.5% |
| 6M | +153.2% | +12.4% | +140.7% | +133.6% |
| YTD | +187.1% | +31.2% | +155.9% | +146.9% |
| 1Y | +151.1% | +72.9% | +78.2% | +88.6% |
| All | +1,101.8% | +162.1% | +939.6% | +513.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling