+543.2%
NBIS vs PH
+52.4%
+490.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -1.5% | -15.3% | -15.2% |
| 7D | +6.9% | +7.4% | -0.5% | +0.1% |
| 30D | -37.8% | +0.5% | -38.3% | -37.7% |
| 3M | -50.4% | -10.2% | -40.1% | -44.2% |
| 6M | -28.2% | +8.9% | -37.1% | -34.5% |
| YTD | +53.7% | +9.7% | +44.0% | +37.8% |
| 1Y | +36.3% | +12.8% | +23.5% | +18.6% |
| All | +543.2% | +52.4% | +490.8% | +321.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling