+479.4%
NBIS vs HD
-11.8%
+491.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.1% | -10.0% | -9.9% |
| 7D | -10.5% | +1.5% | -12.0% | -10.3% |
| 30D | -37.7% | +18.0% | -55.7% | -36.1% |
| 3M | -54.6% | +2.8% | -57.4% | -53.9% |
| 6M | -44.1% | +17.0% | -61.1% | -44.3% |
| YTD | +38.4% | +3.5% | +34.9% | +39.8% |
| 1Y | +30.7% | -2.6% | +33.3% | +35.3% |
| All | +479.4% | -11.8% | +491.2% | +448.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling