+1,101.8%
NBIS vs HDB
-28.5%
+1,130.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.3% | -1.1% |
| 7D | +17.8% | -4.9% | +22.6% | +18.8% |
| 30D | +30.5% | -5.8% | +36.4% | +32.0% |
| 3M | +9.2% | -5.2% | +14.4% | +8.4% |
| 6M | +153.2% | -25.7% | +178.9% | +164.7% |
| YTD | +187.1% | -39.6% | +226.7% | +211.9% |
| 1Y | +151.1% | -36.9% | +188.0% | +166.4% |
| All | +1,101.8% | -28.5% | +1,130.2% | +1,011.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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