+1,119.4%
NBIS vs LTH
+62.9%
+1,056.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.8% | +9.5% | +8.4% |
| 7D | +22.2% | +1.5% | +20.7% | +21.5% |
| 30D | +29.7% | -3.1% | +32.8% | +31.1% |
| 3M | +11.9% | +28.1% | -16.2% | -1.1% |
| 6M | +173.0% | +67.4% | +105.6% | +108.9% |
| YTD | +191.4% | +59.8% | +131.6% | +127.5% |
| 1Y | +280.7% | +45.6% | +235.1% | +211.2% |
| All | +1,119.4% | +62.9% | +1,056.5% | +798.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling