+1,022.8%
NBIS vs GWW
+15.2%
+1,007.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.2% | -1.9% |
| 7D | -0.8% | -3.4% | +2.5% | +0.6% |
| 30D | -13.4% | -1.9% | -11.5% | -12.8% |
| 3M | +1.0% | -2.4% | +3.4% | +1.3% |
| 6M | +100.5% | +15.7% | +84.8% | +81.8% |
| YTD | +168.3% | +27.6% | +140.7% | +124.7% |
| 1Y | +151.8% | +27.2% | +124.6% | +112.3% |
| All | +1,022.8% | +15.2% | +1,007.6% | +872.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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