+144.3%
NBIS vs HST
+37.1%
+107.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.5% | -5.5% | -5.2% |
| 7D | +8.3% | +0.7% | +7.6% | +8.1% |
| 30D | +18.1% | -0.7% | +18.7% | +18.5% |
| 3M | +7.8% | -4.0% | +11.8% | +8.9% |
| 6M | +136.6% | +20.7% | +115.9% | +123.2% |
| YTD | +172.5% | +31.0% | +141.5% | +167.5% |
| 1Y | +144.3% | +36.2% | +108.0% | +149.5% |
| All | +144.3% | +37.1% | +107.2% | +149.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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