+248.8%
NBIS vs NRG
-18.6%
+267.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +6.4% | +1.1% | +2.6% |
| 7D | +8.2% | +7.1% | +1.1% | +2.9% |
| 30D | +3.4% | -1.4% | +4.8% | +4.7% |
| 3M | -12.8% | -10.5% | -2.4% | -6.2% |
| 6M | +131.5% | -26.7% | +158.3% | +185.2% |
| YTD | +170.5% | -24.5% | +195.0% | +215.3% |
| 1Y | +248.8% | -18.6% | +267.3% | +272.7% |
| All | +248.8% | -18.6% | +267.4% | +272.7% |
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