+1,022.8%
NBIS vs FTV
-5.4%
+1,028.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.7% |
| 7D | -0.8% | -4.0% | +3.1% | +1.4% |
| 30D | -13.4% | -11.0% | -2.3% | -7.8% |
| 3M | +1.0% | -8.4% | +9.4% | +4.9% |
| 6M | +100.5% | -2.6% | +103.1% | +97.7% |
| YTD | +168.3% | -0.6% | +168.9% | +156.5% |
| 1Y | +151.8% | +11.0% | +140.8% | +109.8% |
| All | +1,022.8% | -5.4% | +1,028.2% | +1,162.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling