+28.0%
NBIS vs OKE
+43.1%
-15.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.6% | -3.0% | -8.4% |
| 7D | -22.4% | -5.2% | -17.1% | -24.3% |
| 30D | -39.1% | +1.1% | -40.3% | -38.4% |
| 3M | -37.3% | +2.2% | -39.5% | -35.6% |
| 6M | -19.8% | 0.0% | -19.8% | -17.6% |
| YTD | +69.1% | +26.5% | +42.5% | +85.7% |
| 1Y | +28.0% | +44.6% | -16.6% | +47.6% |
| All | +28.0% | +43.1% | -15.1% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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