+1,031.9%
NBIS vs NDAQ
+32.6%
+999.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.9% | +9.3% | +8.3% |
| 7D | +8.2% | -2.4% | +10.7% | +9.3% |
| 30D | +3.4% | +2.5% | +0.9% | +2.1% |
| 3M | -12.8% | +9.9% | -22.7% | -18.1% |
| 6M | +131.5% | +9.4% | +122.1% | +115.6% |
| YTD | +170.5% | +0.4% | +170.0% | +174.0% |
| 1Y | +248.8% | +4.0% | +244.7% | +239.0% |
| All | +1,031.9% | +32.6% | +999.4% | +625.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling