+1,022.8%
NBIS vs FOXA
+58.5%
+964.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.7% | -1.5% |
| 7D | -0.8% | +0.8% | -1.6% | -0.7% |
| 30D | -13.4% | +5.0% | -18.4% | -12.9% |
| 3M | +1.0% | -3.0% | +4.1% | +4.1% |
| 6M | +100.5% | +14.8% | +85.7% | +101.4% |
| YTD | +168.3% | -8.9% | +177.2% | +182.3% |
| 1Y | +151.8% | +13.3% | +138.4% | +152.8% |
| All | +1,022.8% | +58.5% | +964.2% | +981.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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