+144.3%
NBIS vs HWM
+26.9%
+117.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.0% | -3.1% | -3.6% |
| 7D | +8.3% | -12.5% | +20.8% | +18.1% |
| 30D | +18.1% | -19.0% | +37.0% | +38.3% |
| 3M | +7.8% | -8.6% | +16.4% | +16.1% |
| 6M | +136.6% | -10.2% | +146.7% | +154.1% |
| YTD | +172.5% | +11.3% | +161.2% | +128.3% |
| 1Y | +144.3% | +24.3% | +120.0% | +109.0% |
| All | +144.3% | +26.9% | +117.4% | +109.0% |
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