+570.0%
NBIS vs M
+68.8%
+501.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.5% | -5.8% | -5.5% |
| 7D | -11.6% | +5.0% | -16.7% | -13.5% |
| 30D | -39.4% | +10.6% | -50.0% | -42.1% |
| 3M | -27.2% | +1.6% | -28.8% | -28.5% |
| 6M | -24.3% | +30.8% | -55.2% | -35.6% |
| YTD | +60.1% | +16.9% | +43.2% | +42.6% |
| 1Y | +21.9% | +26.3% | -4.4% | +3.2% |
| All | +570.0% | +68.8% | +501.2% | +348.0% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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