+1,022.8%
NBIS vs HIG
+15.7%
+1,007.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.8% |
| 7D | -0.8% | -1.5% | +0.6% | -1.6% |
| 30D | -13.4% | -0.4% | -13.0% | -13.3% |
| 3M | +1.0% | +6.7% | -5.6% | +4.8% |
| 6M | +100.5% | +2.0% | +98.5% | +106.3% |
| YTD | +168.3% | +0.3% | +168.0% | +175.6% |
| 1Y | +151.8% | +4.2% | +147.6% | +161.2% |
| All | +1,022.8% | +15.7% | +1,007.1% | +1,087.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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