+1,119.4%
NBIS vs FIVE
+169.5%
+949.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.7% | +7.0% | +7.4% |
| 7D | +22.2% | +3.7% | +18.6% | +20.4% |
| 30D | +29.7% | +4.0% | +25.8% | +27.3% |
| 3M | +11.9% | +36.2% | -24.4% | -3.3% |
| 6M | +173.0% | +18.0% | +155.0% | +146.4% |
| YTD | +191.4% | +34.9% | +156.5% | +147.6% |
| 1Y | +280.7% | +67.9% | +212.8% | +187.5% |
| All | +1,119.4% | +169.5% | +949.9% | +515.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling