+144.3%
NBIS vs HD
-24.3%
+168.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.5% | -3.6% | -6.1% |
| 7D | +8.3% | -3.9% | +12.2% | +5.3% |
| 30D | +18.1% | -13.1% | +31.2% | +7.7% |
| 3M | +7.8% | -3.4% | +11.2% | +5.0% |
| 6M | +136.6% | -12.6% | +149.1% | +116.4% |
| YTD | +172.5% | -9.2% | +181.8% | +161.7% |
| 1Y | +144.3% | -23.9% | +168.2% | +76.8% |
| All | +144.3% | -24.3% | +168.6% | +76.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling