+1,022.8%
NBIS vs GEN
+16.1%
+1,006.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.5% | -1.8% |
| 7D | -0.8% | -1.3% | +0.5% | -0.6% |
| 30D | -13.4% | +6.1% | -19.5% | -15.1% |
| 3M | +1.0% | +27.0% | -25.9% | -10.2% |
| 6M | +100.5% | +43.9% | +56.6% | +65.0% |
| YTD | +168.3% | +13.0% | +155.3% | +163.8% |
| 1Y | +151.8% | +4.0% | +147.7% | +166.9% |
| All | +1,022.8% | +16.1% | +1,006.7% | +997.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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