+28.0%
NBIS vs HL
+22.6%
+5.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +13.2% | -19.8% | -12.1% |
| 7D | -22.4% | +0.2% | -22.6% | -22.7% |
| 30D | -39.1% | -12.1% | -27.0% | -35.8% |
| 3M | -37.3% | -2.8% | -34.5% | -37.5% |
| 6M | -19.8% | -14.9% | -4.9% | -16.9% |
| YTD | +69.1% | -22.0% | +91.1% | +74.4% |
| 1Y | +28.0% | +25.0% | +3.0% | +16.4% |
| All | +28.0% | +22.6% | +5.5% | +16.4% |
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