+1,119.4%
NBIS vs FND
-56.3%
+1,175.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -4.6% | +12.3% | +8.9% |
| 7D | +22.2% | +0.4% | +21.8% | +22.0% |
| 30D | +29.7% | -23.6% | +53.3% | +38.2% |
| 3M | +11.9% | +4.3% | +7.5% | +6.7% |
| 6M | +173.0% | -20.3% | +193.3% | +185.1% |
| YTD | +191.4% | -21.3% | +212.7% | +206.5% |
| 1Y | +280.7% | -45.4% | +326.1% | +353.8% |
| All | +1,119.4% | -56.3% | +1,175.7% | +1,255.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling