+248.8%
NBIS vs HL
+134.7%
+114.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.5% | +10.0% | +8.3% |
| 7D | +8.2% | +1.5% | +6.8% | +7.5% |
| 30D | +3.4% | +25.1% | -21.7% | -5.0% |
| 3M | -12.8% | +22.9% | -35.7% | -19.8% |
| 6M | +131.5% | -4.9% | +136.4% | +123.4% |
| YTD | +170.5% | +7.8% | +162.6% | +155.5% |
| 1Y | +248.8% | +133.9% | +114.9% | +323.3% |
| All | +248.8% | +134.7% | +114.1% | +323.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 1y: compounded portfolio wealth divided by compounded HL 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…
1y analysis · Full analysis span regression · 6 months rolling