+30.7%
NBIS vs FIX
+15.7%
+15.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -1.4% | -8.5% | -8.5% |
| 7D | -10.5% | +9.4% | -19.9% | -17.3% |
| 30D | -37.7% | -27.8% | -9.9% | -13.6% |
| 3M | -54.6% | -35.6% | -19.0% | -29.4% |
| 6M | -44.1% | -45.2% | +1.1% | +3.8% |
| YTD | +38.4% | +19.5% | +19.0% | +20.4% |
| 1Y | +30.7% | +24.2% | +6.5% | +8.4% |
| All | +30.7% | +15.7% | +15.0% | +8.4% |
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