+1,119.4%
NBIS vs P
+77.6%
+1,041.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.6% | +6.1% | +6.7% |
| 7D | +22.2% | +7.8% | +14.4% | +16.4% |
| 30D | +29.7% | +12.3% | +17.4% | +18.5% |
| 3M | +11.9% | +37.1% | -25.2% | -10.1% |
| 6M | +173.0% | +66.1% | +106.9% | +87.1% |
| YTD | +191.4% | +50.9% | +140.4% | +111.3% |
| 1Y | +280.7% | +27.2% | +253.5% | +186.9% |
| All | +1,119.4% | +77.6% | +1,041.8% | +649.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling