+1,040.6%
NBIS vs FTI
+194.5%
+846.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.9% | -2.2% | -3.6% |
| 7D | +8.3% | -5.6% | +13.9% | +11.6% |
| 30D | +18.1% | +0.4% | +17.6% | +17.9% |
| 3M | +7.8% | +8.1% | -0.4% | +2.4% |
| 6M | +136.6% | +16.7% | +119.9% | +111.4% |
| YTD | +172.5% | +70.0% | +102.5% | +92.2% |
| 1Y | +144.3% | +85.4% | +58.8% | +61.8% |
| All | +1,040.6% | +194.5% | +846.1% | +394.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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