+248.8%
NBIS vs PH
+30.5%
+218.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.2% | +7.7% | +7.6% |
| 7D | +8.2% | -3.1% | +11.3% | +9.9% |
| 30D | +3.4% | -3.2% | +6.6% | +4.9% |
| 3M | -12.8% | +10.6% | -23.4% | -16.4% |
| 6M | +131.5% | -2.1% | +133.7% | +132.1% |
| YTD | +170.5% | +10.2% | +160.3% | +169.0% |
| 1Y | +248.8% | +28.2% | +220.6% | +275.4% |
| All | +248.8% | +30.5% | +218.3% | +275.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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