+30.7%
NBIS vs LII
-26.1%
+56.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +1.1% | -11.1% | -10.1% |
| 7D | -10.5% | +2.9% | -13.4% | -10.9% |
| 30D | -37.7% | +0.9% | -38.6% | -38.2% |
| 3M | -54.6% | -15.5% | -39.0% | -52.7% |
| 6M | -44.1% | -30.2% | -13.9% | -38.1% |
| YTD | +38.4% | -26.8% | +65.3% | +44.9% |
| 1Y | +30.7% | -25.3% | +56.0% | +39.0% |
| All | +30.7% | -26.1% | +56.8% | +39.0% |
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