+28.0%
NBIS vs FND
-10.3%
+38.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +10.9% | -17.6% | -7.4% |
| 7D | -22.4% | +12.3% | -34.7% | -23.1% |
| 30D | -39.1% | +14.7% | -53.9% | -39.8% |
| 3M | -37.3% | -12.0% | -25.3% | -35.9% |
| 6M | -19.8% | +10.8% | -30.5% | -23.2% |
| YTD | +69.1% | -12.3% | +81.4% | +79.2% |
| 1Y | +28.0% | -13.4% | +41.4% | +36.4% |
| All | +28.0% | -10.3% | +38.3% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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