+1,022.8%
NBIS vs OMC
-19.1%
+1,041.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.6% |
| 7D | -0.8% | -4.4% | +3.6% | -1.0% |
| 30D | -13.4% | -7.6% | -5.8% | -13.6% |
| 3M | +1.0% | +4.5% | -3.5% | -0.4% |
| 6M | +100.5% | -0.3% | +100.8% | +99.2% |
| YTD | +168.3% | -0.1% | +168.4% | +163.8% |
| 1Y | +151.8% | +4.6% | +147.1% | +142.3% |
| All | +1,022.8% | -19.1% | +1,041.9% | +1,253.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 5y: compounded portfolio wealth divided by compounded OMC 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…
5y analysis · Full analysis span regression · 6 months rolling