+1,101.8%
NBIS vs GEN
+14.1%
+1,087.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.3% | -1.4% |
| 7D | +17.8% | -2.9% | +20.7% | +18.5% |
| 30D | +30.5% | +2.1% | +28.5% | +29.3% |
| 3M | +9.2% | +19.7% | -10.5% | -0.3% |
| 6M | +153.2% | +33.3% | +119.9% | +118.2% |
| YTD | +187.1% | +11.1% | +176.0% | +183.6% |
| 1Y | +151.1% | +3.0% | +148.1% | +165.3% |
| All | +1,101.8% | +14.1% | +1,087.6% | +1,080.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling