+18.3%
NBIS vs GD
+5.1%
+13.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.6% | +8.2% | +7.6% |
| 7D | -16.0% | -5.0% | -11.0% | -15.7% |
| 30D | -45.4% | +8.9% | -54.3% | -45.8% |
| 3M | -31.8% | -8.0% | -23.8% | -29.3% |
| 6M | -33.6% | +2.9% | -36.5% | -34.1% |
| YTD | +54.7% | +7.1% | +47.6% | +47.8% |
| 1Y | +18.3% | +5.9% | +12.4% | +14.5% |
| All | +18.3% | +5.1% | +13.3% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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