+479.4%
NBIS vs GD
+22.2%
+457.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.1% | -10.0% | -9.9% |
| 7D | -10.5% | +2.7% | -13.2% | -10.8% |
| 30D | -37.7% | +8.6% | -46.3% | -38.3% |
| 3M | -54.6% | -7.1% | -47.5% | -53.5% |
| 6M | -44.1% | +7.5% | -51.6% | -45.0% |
| YTD | +38.4% | +9.9% | +28.5% | +35.9% |
| 1Y | +30.7% | +7.6% | +23.2% | +29.0% |
| All | +479.4% | +22.2% | +457.2% | +466.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling