+28.0%
NBIS vs HYG
+1.8%
+26.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.7% | -7.4% | -11.5% |
| 7D | -22.4% | -0.1% | -22.3% | -21.6% |
| 30D | -39.1% | +0.7% | -39.9% | -41.3% |
| 3M | -37.3% | -2.0% | -35.3% | -27.3% |
| 6M | -19.8% | -0.9% | -18.9% | -12.2% |
| YTD | +69.1% | +0.1% | +69.0% | +79.2% |
| 1Y | +28.0% | +1.6% | +26.4% | +23.5% |
| All | +28.0% | +1.8% | +26.2% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HYG.
Daily Out/Under-Performance
Portfolio return minus HYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HYG 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 HYG 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