+673.5%
NBIS vs HAS
+82.6%
+590.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +1.8% | +13.6% | +14.7% |
| 7D | +9.3% | +2.0% | +7.3% | +8.6% |
| 30D | -26.4% | +30.9% | -57.3% | -34.4% |
| 3M | -19.9% | +28.8% | -48.7% | -28.6% |
| 6M | -16.9% | +32.3% | -49.2% | -27.8% |
| YTD | +84.8% | +54.7% | +30.1% | +42.8% |
| 1Y | +51.3% | +63.2% | -11.9% | +12.8% |
| All | +673.5% | +82.6% | +590.8% | +372.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling