+1,022.8%
NBIS vs OTIS
-32.0%
+1,054.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.3% | -1.4% |
| 7D | -0.8% | -3.0% | +2.2% | -1.1% |
| 30D | -13.4% | -6.0% | -7.4% | -13.8% |
| 3M | +1.0% | -0.9% | +1.9% | +0.5% |
| 6M | +100.5% | -17.3% | +117.8% | +102.7% |
| YTD | +168.3% | -19.6% | +187.8% | +170.0% |
| 1Y | +151.8% | -21.0% | +172.8% | +154.6% |
| All | +1,022.8% | -32.0% | +1,054.7% | +1,175.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling