+18.3%
NBIS vs LIN
+25.4%
-7.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.1% | +8.7% | +6.6% |
| 7D | -16.0% | +0.2% | -16.2% | -15.6% |
| 30D | -45.4% | +6.5% | -51.9% | -42.3% |
| 3M | -31.8% | +5.5% | -37.3% | -28.1% |
| 6M | -33.6% | +3.3% | -37.0% | -31.7% |
| YTD | +54.7% | +22.0% | +32.7% | +72.2% |
| 1Y | +18.3% | +25.7% | -7.4% | +34.4% |
| All | +18.3% | +25.4% | -7.1% | +34.4% |
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