+36.3%
NBIS vs LIN
+23.7%
+12.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -0.8% | -16.1% | -17.4% |
| 7D | +6.9% | +0.2% | +6.6% | +6.9% |
| 30D | -37.8% | +6.2% | -44.0% | -34.6% |
| 3M | -50.4% | +9.3% | -59.7% | -46.6% |
| 6M | -28.2% | +4.4% | -32.5% | -25.5% |
| YTD | +53.7% | +23.7% | +29.9% | +68.7% |
| 1Y | +36.3% | +23.5% | +12.9% | +53.0% |
| All | +36.3% | +23.7% | +12.6% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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