+144.3%
NBIS vs FLEX
+90.6%
+53.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.1% | -0.9% | -2.3% |
| 7D | +8.3% | +0.1% | +8.2% | +8.5% |
| 30D | +18.1% | -11.8% | +29.8% | +29.2% |
| 3M | +7.8% | -22.6% | +30.3% | +28.3% |
| 6M | +136.6% | +77.3% | +59.2% | +55.6% |
| YTD | +172.5% | +78.8% | +93.8% | +79.2% |
| 1Y | +144.3% | +86.1% | +58.2% | +62.4% |
| All | +144.3% | +90.6% | +53.6% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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