+1,119.4%
NBIS vs HD
-20.6%
+1,140.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.3% | +10.0% | +7.5% |
| 7D | +22.2% | -1.2% | +23.4% | +22.1% |
| 30D | +29.7% | -11.1% | +40.9% | +28.6% |
| 3M | +11.9% | +2.0% | +9.8% | +9.8% |
| 6M | +173.0% | -10.5% | +183.5% | +174.7% |
| YTD | +191.4% | -6.9% | +198.2% | +188.3% |
| 1Y | +280.7% | -23.2% | +303.9% | +314.6% |
| All | +1,119.4% | -20.6% | +1,140.0% | +1,030.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling