+1,022.8%
NBIS vs NDAQ
+24.8%
+998.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.2% |
| 7D | -0.8% | -5.9% | +5.1% | +1.8% |
| 30D | -13.4% | -4.7% | -8.7% | -11.8% |
| 3M | +1.0% | +5.5% | -4.5% | -4.4% |
| 6M | +100.5% | +7.4% | +93.1% | +85.0% |
| YTD | +168.3% | -5.5% | +173.7% | +178.9% |
| 1Y | +151.8% | -3.7% | +155.5% | +157.0% |
| All | +1,022.8% | +24.8% | +998.0% | +638.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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