+30.7%
NBIS vs GEN
+14.8%
+15.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +2.4% | -12.3% | -9.3% |
| 7D | -10.5% | +2.0% | -12.6% | -10.0% |
| 30D | -37.7% | +27.7% | -65.4% | -32.9% |
| 3M | -54.6% | +3.3% | -57.8% | -53.6% |
| 6M | -44.1% | +31.8% | -75.9% | -41.3% |
| YTD | +38.4% | +13.5% | +24.9% | +26.6% |
| 1Y | +30.7% | +16.0% | +14.7% | +24.0% |
| All | +30.7% | +14.8% | +15.9% | +24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling