+280.7%
NBIS vs FN
+11.2%
+269.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.2% | +5.5% | +6.2% |
| 7D | +22.2% | +3.5% | +18.7% | +19.4% |
| 30D | +29.7% | -26.0% | +55.7% | +59.5% |
| 3M | +11.9% | -33.3% | +45.1% | +45.2% |
| 6M | +173.0% | -14.9% | +187.9% | +200.7% |
| YTD | +191.4% | -8.6% | +199.9% | +199.0% |
| 1Y | +280.7% | +12.3% | +268.4% | +280.3% |
| All | +280.7% | +11.2% | +269.5% | +280.3% |
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