+607.2%
NBIS vs FIX
+167.9%
+439.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +9.4% | -0.2% | +0.7% |
| 7D | 0.0% | -7.2% | +7.3% | +6.4% |
| 30D | -36.0% | -35.1% | -0.9% | -5.8% |
| 3M | -24.7% | -34.3% | +9.5% | +9.4% |
| 6M | -20.1% | -42.9% | +22.8% | +34.8% |
| YTD | +69.0% | +19.5% | +49.5% | +51.4% |
| 1Y | +27.1% | +16.8% | +10.3% | +16.1% |
| All | +607.2% | +167.9% | +439.3% | +249.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling