+1,040.6%
NBIS vs FTV
-5.7%
+1,046.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.3% | -2.8% | -3.8% |
| 7D | +8.3% | -5.2% | +13.5% | +11.4% |
| 30D | +18.1% | -11.5% | +29.6% | +26.0% |
| 3M | +7.8% | -9.0% | +16.8% | +12.3% |
| 6M | +136.6% | -2.0% | +138.6% | +132.4% |
| YTD | +172.5% | -0.9% | +173.5% | +161.0% |
| 1Y | +144.3% | +14.8% | +129.5% | +93.5% |
| All | +1,040.6% | -5.7% | +1,046.3% | +1,184.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling