+248.8%
NBIS vs GFI
+45.3%
+203.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.6% | +9.1% | +8.1% |
| 7D | +8.2% | +3.1% | +5.1% | +6.8% |
| 30D | +3.4% | +27.1% | -23.7% | -6.5% |
| 3M | -12.8% | +21.2% | -34.0% | -20.3% |
| 6M | +131.5% | -4.5% | +136.0% | +126.5% |
| YTD | +170.5% | +11.7% | +158.7% | +149.4% |
| 1Y | +248.8% | +46.0% | +202.7% | +240.3% |
| All | +248.8% | +45.3% | +203.5% | +240.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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