+151.8%
NBIS vs PH
+25.3%
+126.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.5% |
| 7D | -0.8% | -1.3% | +0.5% | -0.1% |
| 30D | -13.4% | -11.0% | -2.4% | -7.6% |
| 3M | +1.0% | +5.5% | -4.5% | -1.7% |
| 6M | +100.5% | +1.5% | +99.0% | +98.2% |
| YTD | +168.3% | +8.8% | +159.5% | +162.4% |
| 1Y | +151.8% | +24.5% | +127.3% | +151.2% |
| All | +151.8% | +25.3% | +126.4% | +151.2% |
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