+1,022.8%
NBIS vs NRG
+34.9%
+987.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -3.0% |
| 7D | -0.8% | -4.7% | +3.9% | +3.3% |
| 30D | -13.4% | -6.0% | -7.4% | -8.9% |
| 3M | +1.0% | -8.0% | +9.0% | +7.4% |
| 6M | +100.5% | -23.2% | +123.7% | +138.7% |
| YTD | +168.3% | -28.1% | +196.3% | +235.7% |
| 1Y | +151.8% | -27.3% | +179.0% | +215.0% |
| All | +1,022.8% | +34.9% | +987.8% | +821.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling