+28.0%
NBIS vs O
+8.1%
+19.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.0% | -9.7% | -2.2% |
| 7D | -22.4% | +5.8% | -28.2% | -15.2% |
| 30D | -39.1% | +10.7% | -49.8% | -28.9% |
| 3M | -37.3% | -4.5% | -32.8% | -41.6% |
| 6M | -19.8% | -4.1% | -15.7% | -21.1% |
| YTD | +69.1% | +9.8% | +59.3% | +73.5% |
| 1Y | +28.0% | +11.3% | +16.7% | +26.9% |
| All | +28.0% | +8.1% | +19.9% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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