+28.0%
NBIS vs HLT
+46.7%
-18.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.5% | -10.2% | -7.5% |
| 7D | -22.4% | +7.7% | -30.1% | -24.1% |
| 30D | -39.1% | +19.1% | -58.3% | -42.7% |
| 3M | -37.3% | +20.7% | -58.0% | -41.1% |
| 6M | -19.8% | +21.0% | -40.8% | -24.7% |
| YTD | +69.1% | +31.3% | +37.8% | +50.9% |
| 1Y | +28.0% | +45.9% | -17.8% | +10.8% |
| All | +28.0% | +46.7% | -18.6% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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