+1,101.8%
NBIS vs PH
+51.1%
+1,050.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.8% | -0.8% |
| 7D | +17.8% | 0.0% | +17.8% | +17.7% |
| 30D | +30.5% | -10.3% | +40.8% | +45.6% |
| 3M | +9.2% | +5.1% | +4.1% | +2.9% |
| 6M | +153.2% | +2.3% | +150.9% | +141.9% |
| YTD | +187.1% | +8.7% | +178.5% | +157.2% |
| 1Y | +151.1% | +26.8% | +124.3% | +84.8% |
| All | +1,101.8% | +51.1% | +1,050.7% | +686.0% |
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