+1,040.6%
NBIS vs FND
-57.3%
+1,097.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.5% | -3.6% | -4.7% |
| 7D | +8.3% | -5.1% | +13.4% | +9.6% |
| 30D | +18.1% | -22.5% | +40.6% | +25.3% |
| 3M | +7.8% | -5.0% | +12.8% | +6.1% |
| 6M | +136.6% | -21.5% | +158.1% | +147.8% |
| YTD | +172.5% | -23.0% | +195.5% | +188.3% |
| 1Y | +144.3% | -44.9% | +189.1% | +189.4% |
| All | +1,040.6% | -57.3% | +1,097.8% | +1,174.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling