+248.8%
NBIS vs HWM
+48.6%
+200.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.5% | +8.0% | +7.9% |
| 7D | +8.2% | -2.1% | +10.3% | +9.7% |
| 30D | +3.4% | -11.0% | +14.4% | +14.8% |
| 3M | -12.8% | +4.0% | -16.9% | -13.4% |
| 6M | +131.5% | -0.2% | +131.8% | +135.1% |
| YTD | +170.5% | +26.7% | +143.8% | +115.9% |
| 1Y | +248.8% | +44.7% | +204.1% | +212.0% |
| All | +248.8% | +48.6% | +200.2% | +212.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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