+248.8%
NBIS vs OTIS
-14.9%
+263.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.4% | +7.9% | +7.3% |
| 7D | +8.2% | -0.7% | +9.0% | +7.8% |
| 30D | +3.4% | -2.0% | +5.4% | +2.5% |
| 3M | -12.8% | +2.6% | -15.4% | -11.8% |
| 6M | +131.5% | -20.9% | +152.5% | +115.0% |
| YTD | +170.5% | -17.1% | +187.6% | +154.2% |
| 1Y | +248.8% | -15.9% | +264.7% | +252.7% |
| All | +248.8% | -14.9% | +263.7% | +252.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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