+28.0%
NBIS vs GM
+37.1%
-9.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.6% | -11.3% | -7.5% |
| 7D | -22.4% | +12.1% | -34.5% | -24.6% |
| 30D | -39.1% | +15.2% | -54.4% | -41.5% |
| 3M | -37.3% | +4.9% | -42.2% | -38.3% |
| 6M | -19.8% | +22.6% | -42.4% | -28.3% |
| YTD | +69.1% | +14.4% | +54.7% | +56.2% |
| 1Y | +28.0% | +39.4% | -11.4% | +12.4% |
| All | +28.0% | +37.1% | -9.1% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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