+30.7%
NBIS vs P
+23.6%
+7.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -1.9% | -8.0% | -8.8% |
| 7D | -10.5% | +11.6% | -22.1% | -16.1% |
| 30D | -37.7% | -23.7% | -14.0% | -27.2% |
| 3M | -54.6% | -8.0% | -46.6% | -52.1% |
| 6M | -44.1% | +27.9% | -72.0% | -52.2% |
| YTD | +38.4% | +61.2% | -22.7% | +5.0% |
| 1Y | +30.7% | +28.6% | +2.1% | +0.7% |
| All | +30.7% | +23.6% | +7.1% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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