+1,022.8%
NBIS vs FND
-56.8%
+1,079.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.8% |
| 7D | -0.8% | -5.8% | +4.9% | +0.5% |
| 30D | -13.4% | -20.2% | +6.8% | -8.6% |
| 3M | +1.0% | -12.0% | +13.0% | +2.4% |
| 6M | +100.5% | -18.5% | +119.0% | +107.8% |
| YTD | +168.3% | -22.3% | +190.5% | +183.1% |
| 1Y | +151.8% | -47.6% | +199.4% | +205.7% |
| All | +1,022.8% | -56.8% | +1,079.6% | +1,151.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling