+151.1%
NBIS vs FIX
+125.7%
+25.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | +0.5% |
| 7D | +17.8% | +3.5% | +14.2% | +14.2% |
| 30D | +30.5% | -3.5% | +34.1% | +35.4% |
| 3M | +9.2% | -11.8% | +21.0% | +25.6% |
| 6M | +153.2% | +17.8% | +135.4% | +132.3% |
| YTD | +187.1% | +73.3% | +113.8% | +95.9% |
| 1Y | +151.1% | +128.1% | +23.0% | +66.5% |
| All | +151.1% | +125.7% | +25.4% | +66.5% |
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