+248.8%
NBIS vs PHM
-6.9%
+255.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.1% | +7.4% | +7.5% |
| 7D | +8.2% | -3.2% | +11.4% | +6.9% |
| 30D | +3.4% | -6.4% | +9.8% | +1.3% |
| 3M | -12.8% | +5.5% | -18.3% | -11.2% |
| 6M | +131.5% | -5.4% | +137.0% | +126.7% |
| YTD | +170.5% | +6.6% | +163.9% | +184.4% |
| 1Y | +248.8% | -8.8% | +257.6% | +189.2% |
| All | +248.8% | -6.9% | +255.7% | +189.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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