+248.8%
NBIS vs FN
+17.1%
+231.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.1% | +4.3% | +5.2% |
| 7D | +8.2% | -1.7% | +9.9% | +9.6% |
| 30D | +3.4% | -22.0% | +25.4% | +21.8% |
| 3M | -12.8% | -43.0% | +30.2% | +24.7% |
| 6M | +131.5% | -27.7% | +159.3% | +181.9% |
| YTD | +170.5% | -10.5% | +181.0% | +181.6% |
| 1Y | +248.8% | +12.5% | +236.3% | +254.4% |
| All | +248.8% | +17.1% | +231.7% | +254.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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