+151.1%
NBIS vs LII
-33.3%
+184.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -0.7% |
| 7D | +17.8% | +0.5% | +17.3% | +17.6% |
| 30D | +30.5% | -11.2% | +41.8% | +34.7% |
| 3M | +9.2% | -28.8% | +38.0% | +20.7% |
| 6M | +153.2% | -26.9% | +180.1% | +173.6% |
| YTD | +187.1% | -22.2% | +209.3% | +200.6% |
| 1Y | +151.1% | -32.0% | +183.1% | +175.0% |
| All | +151.1% | -33.3% | +184.4% | +175.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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