+1,040.6%
NBIS vs GEN
+14.9%
+1,025.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.7% | -5.8% | -5.3% |
| 7D | +8.3% | -4.3% | +12.6% | +9.4% |
| 30D | +18.1% | +3.8% | +14.3% | +16.3% |
| 3M | +7.8% | +22.3% | -14.5% | -2.6% |
| 6M | +136.6% | +39.0% | +97.6% | +98.3% |
| YTD | +172.5% | +11.9% | +160.6% | +168.7% |
| 1Y | +144.3% | +4.5% | +139.7% | +155.5% |
| All | +1,040.6% | +14.9% | +1,025.6% | +1,018.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling