+248.8%
NBIS vs FIX
+128.3%
+120.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.9% | +5.6% | +5.7% |
| 7D | +8.2% | +6.0% | +2.2% | +2.5% |
| 30D | +3.4% | -7.2% | +10.6% | +11.2% |
| 3M | -12.8% | -15.9% | +3.0% | +3.8% |
| 6M | +131.5% | +12.7% | +118.8% | +121.3% |
| YTD | +170.5% | +72.8% | +97.7% | +92.9% |
| 1Y | +248.8% | +122.9% | +125.9% | +176.3% |
| All | +248.8% | +128.3% | +120.5% | +176.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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