+1,022.8%
NBIS vs GEV
+247.0%
+775.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.6% | -5.2% | -4.8% |
| 7D | -0.8% | +1.6% | -2.4% | -2.2% |
| 30D | -13.4% | -7.9% | -5.4% | -6.6% |
| 3M | +1.0% | +5.6% | -4.6% | -0.9% |
| 6M | +100.5% | +13.1% | +87.4% | +81.3% |
| YTD | +168.3% | +46.7% | +121.5% | +94.8% |
| 1Y | +151.8% | +51.3% | +100.5% | +73.2% |
| All | +1,022.8% | +247.0% | +775.7% | +409.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEV.
Daily Out/Under-Performance
Portfolio return minus GEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEV 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 GEV 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