+1,040.6%
NBIS vs NVT
+109.1%
+931.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.1% | -3.0% | -2.4% |
| 7D | +8.3% | +2.0% | +6.3% | +5.9% |
| 30D | +18.1% | -7.2% | +25.2% | +30.6% |
| 3M | +7.8% | -0.9% | +8.7% | +12.8% |
| 6M | +136.6% | +42.6% | +94.0% | +59.5% |
| YTD | +172.5% | +52.9% | +119.6% | +71.1% |
| 1Y | +144.3% | +64.5% | +79.8% | +41.4% |
| All | +1,040.6% | +109.1% | +931.4% | +433.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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