+151.8%
NBIS vs NWSA
+3.0%
+148.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.4% |
| 7D | -0.8% | -2.8% | +2.0% | -2.6% |
| 30D | -13.4% | +3.0% | -16.4% | -11.5% |
| 3M | +1.0% | +12.3% | -11.3% | +9.6% |
| 6M | +100.5% | +21.9% | +78.6% | +119.3% |
| YTD | +168.3% | +13.6% | +154.7% | +189.5% |
| 1Y | +151.8% | +0.5% | +151.3% | +175.0% |
| All | +151.8% | +3.0% | +148.8% | +175.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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