+1,101.8%
NBIS vs GWW
+15.1%
+1,086.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | +17.8% | -0.5% | +18.2% | +17.9% |
| 30D | +30.5% | -1.4% | +32.0% | +31.1% |
| 3M | +9.2% | -3.6% | +12.8% | +10.3% |
| 6M | +153.2% | +15.1% | +138.0% | +130.2% |
| YTD | +187.1% | +27.5% | +159.7% | +140.6% |
| 1Y | +151.1% | +29.6% | +121.5% | +108.0% |
| All | +1,101.8% | +15.1% | +1,086.7% | +941.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling