+1,022.8%
NBIS vs LTH
+59.2%
+963.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -0.8% | -4.0% | +3.2% | +0.6% |
| 30D | -13.4% | -5.3% | -8.1% | -11.7% |
| 3M | +1.0% | +19.0% | -18.0% | -7.8% |
| 6M | +100.5% | +55.8% | +44.7% | +58.8% |
| YTD | +168.3% | +56.1% | +112.1% | +111.3% |
| 1Y | +151.8% | +41.3% | +110.5% | +109.7% |
| All | +1,022.8% | +59.2% | +963.6% | +734.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 10y: compounded portfolio wealth divided by compounded LTH 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…
10y analysis · Full analysis span regression · 6 months rolling