+1,119.4%
NBIS vs GEN
+14.3%
+1,105.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.7% | +10.5% | +8.4% |
| 7D | +22.2% | -0.7% | +22.9% | +22.3% |
| 30D | +29.7% | +2.6% | +27.1% | +28.3% |
| 3M | +11.9% | +15.8% | -3.9% | +4.2% |
| 6M | +173.0% | +33.1% | +139.9% | +135.7% |
| YTD | +191.4% | +11.3% | +180.1% | +187.7% |
| 1Y | +280.7% | +1.7% | +279.1% | +306.2% |
| All | +1,119.4% | +14.3% | +1,105.1% | +1,097.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling