+479.4%
NBIS vs LIN
+11.4%
+468.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.7% | -10.6% | -10.0% |
| 7D | -10.5% | +2.1% | -12.6% | -10.6% |
| 30D | -37.7% | +6.8% | -44.5% | -38.0% |
| 3M | -54.6% | +10.4% | -64.9% | -55.0% |
| 6M | -44.1% | +3.2% | -47.2% | -44.5% |
| YTD | +38.4% | +24.6% | +13.8% | +21.0% |
| 1Y | +30.7% | +24.4% | +6.4% | +15.0% |
| All | +479.4% | +11.4% | +468.0% | +557.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling