+1,040.6%
NBIS vs HCA
+3.0%
+1,037.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.1% | -4.9% | -5.1% |
| 7D | +8.3% | +2.9% | +5.4% | +9.3% |
| 30D | +18.1% | +2.4% | +15.7% | +19.0% |
| 3M | +7.8% | +13.0% | -5.3% | +11.8% |
| 6M | +136.6% | -21.4% | +157.9% | +129.0% |
| YTD | +172.5% | -9.5% | +182.0% | +174.9% |
| 1Y | +144.3% | +7.5% | +136.7% | +164.9% |
| All | +1,040.6% | +3.0% | +1,037.5% | +1,072.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling