+28.0%
NBIS vs NRG
-50.8%
+78.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -13.5% | +6.8% | +2.4% |
| 7D | -22.4% | -13.7% | -8.7% | -14.6% |
| 30D | -39.1% | -13.6% | -25.6% | -33.1% |
| 3M | -37.3% | -28.5% | -8.8% | -21.7% |
| 6M | -19.8% | -45.8% | +26.0% | +17.8% |
| YTD | +69.1% | -46.9% | +116.0% | +142.2% |
| 1Y | +28.0% | -49.7% | +77.7% | +97.2% |
| All | +28.0% | -50.8% | +78.8% | +97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 1y: compounded portfolio wealth divided by compounded NRG 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…
1y analysis · Full analysis span regression · 6 months rolling