+1,101.8%
NBIS vs LTH
+60.1%
+1,041.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.2% | -0.8% |
| 7D | +17.8% | -4.0% | +21.8% | +19.4% |
| 30D | +30.5% | -1.7% | +32.2% | +31.3% |
| 3M | +9.2% | +28.0% | -18.8% | -3.5% |
| 6M | +153.2% | +54.1% | +99.1% | +101.8% |
| YTD | +187.1% | +57.1% | +130.1% | +125.6% |
| 1Y | +151.1% | +45.8% | +105.3% | +104.8% |
| All | +1,101.8% | +60.1% | +1,041.6% | +790.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling