+1,101.8%
NBIS vs HWM
+120.3%
+981.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.9% |
| 7D | +17.8% | -8.0% | +25.8% | +24.5% |
| 30D | +30.5% | -18.0% | +48.6% | +53.8% |
| 3M | +9.2% | -9.5% | +18.7% | +18.8% |
| 6M | +153.2% | -8.4% | +161.5% | +167.4% |
| YTD | +187.1% | +13.6% | +173.5% | +142.3% |
| 1Y | +151.1% | +30.2% | +120.9% | +84.7% |
| All | +1,101.8% | +120.3% | +981.5% | +468.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling