+30.7%
NBIS vs FN
-25.5%
+56.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -7.3% | -2.6% | -4.2% |
| 7D | -10.5% | +0.3% | -10.8% | -9.5% |
| 30D | -37.7% | -16.5% | -21.2% | -27.6% |
| 3M | -54.6% | -42.1% | -12.5% | -32.4% |
| 6M | -44.1% | -52.9% | +8.8% | -6.4% |
| YTD | +38.4% | -28.0% | +66.4% | +65.6% |
| 1Y | +30.7% | -18.5% | +49.3% | +42.6% |
| All | +30.7% | -25.5% | +56.2% | +42.6% |
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