+151.1%
NBIS vs HAS
+16.0%
+135.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -1.2% |
| 7D | +17.8% | -4.8% | +22.6% | +18.9% |
| 30D | +30.5% | -5.1% | +35.7% | +31.4% |
| 3M | +9.2% | +6.4% | +2.8% | +4.1% |
| 6M | +153.2% | -5.6% | +158.8% | +146.9% |
| YTD | +187.1% | +11.0% | +176.2% | +160.6% |
| 1Y | +151.1% | +16.8% | +134.3% | +125.1% |
| All | +151.1% | +16.0% | +135.1% | +125.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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