+1,031.9%
NBIS vs HD
-18.8%
+1,050.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.9% | +6.5% | +7.6% |
| 7D | +8.2% | -2.1% | +10.3% | +8.0% |
| 30D | +3.4% | -8.4% | +11.8% | +2.7% |
| 3M | -12.8% | +4.3% | -17.2% | -14.3% |
| 6M | +131.5% | -11.1% | +142.7% | +135.2% |
| YTD | +170.5% | -4.7% | +175.1% | +168.1% |
| 1Y | +248.8% | -19.8% | +268.6% | +274.2% |
| All | +1,031.9% | -18.8% | +1,050.7% | +951.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling