+248.8%
NBIS vs HCA
-0.5%
+249.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.0% | +8.5% | +7.2% |
| 7D | +8.2% | -3.1% | +11.3% | +7.5% |
| 30D | +3.4% | -1.1% | +4.5% | +3.2% |
| 3M | -12.8% | +12.2% | -25.0% | -11.6% |
| 6M | +131.5% | -25.3% | +156.9% | +133.2% |
| YTD | +170.5% | -12.9% | +183.4% | +178.1% |
| 1Y | +248.8% | -0.9% | +249.7% | +335.2% |
| All | +248.8% | -0.5% | +249.3% | +335.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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