+1,040.6%
NBIS vs NI
+24.7%
+1,015.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.8% |
| 7D | +8.3% | -0.6% | +8.9% | +8.7% |
| 30D | +18.1% | -1.4% | +19.5% | +19.2% |
| 3M | +7.8% | -10.6% | +18.3% | +13.7% |
| 6M | +136.6% | -9.9% | +146.5% | +145.8% |
| YTD | +172.5% | +1.2% | +171.4% | +158.9% |
| 1Y | +144.3% | +4.4% | +139.8% | +123.6% |
| All | +1,040.6% | +24.7% | +1,015.8% | +873.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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