+1,022.8%
NBIS vs HBM
+179.4%
+843.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.3% |
| 7D | -0.8% | -3.3% | +2.5% | +1.3% |
| 30D | -13.4% | -4.8% | -8.5% | -11.1% |
| 3M | +1.0% | -0.4% | +1.5% | +0.3% |
| 6M | +100.5% | +17.9% | +82.6% | +75.4% |
| YTD | +168.3% | +33.7% | +134.5% | +111.2% |
| 1Y | +151.8% | +95.6% | +56.2% | +51.4% |
| All | +1,022.8% | +179.4% | +843.4% | +363.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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