+28.0%
NBIS vs FTV
+37.8%
-9.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.3% | -9.0% | -6.4% |
| 7D | -22.4% | +6.6% | -29.0% | -21.7% |
| 30D | -39.1% | +19.1% | -58.3% | -37.9% |
| 3M | -37.3% | +13.1% | -50.4% | -36.6% |
| 6M | -19.8% | +14.0% | -33.8% | -17.3% |
| YTD | +69.1% | +24.2% | +44.9% | +77.5% |
| 1Y | +28.0% | +36.4% | -8.3% | +63.5% |
| All | +28.0% | +37.8% | -9.8% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 1y: compounded portfolio wealth divided by compounded FTV 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…
1y analysis · Full analysis span regression · 6 months rolling