+1,022.8%
NBIS vs HD
-21.9%
+1,044.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.5% |
| 7D | -0.8% | -3.8% | +3.0% | -1.1% |
| 30D | -13.4% | -9.4% | -3.9% | -14.1% |
| 3M | +1.0% | -4.6% | +5.6% | -0.3% |
| 6M | +100.5% | -10.1% | +110.6% | +100.8% |
| YTD | +168.3% | -8.3% | +176.6% | +165.1% |
| 1Y | +151.8% | -25.0% | +176.8% | +176.3% |
| All | +1,022.8% | -21.9% | +1,044.6% | +939.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling