+607.2%
NBIS vs PL
+519.4%
+87.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +14.5% | -5.3% | +3.2% |
| 7D | 0.0% | +10.9% | -10.8% | -3.8% |
| 30D | -36.0% | -16.4% | -19.7% | -30.7% |
| 3M | -24.7% | -39.9% | +15.2% | -7.0% |
| 6M | -20.1% | -63.2% | +43.1% | +15.1% |
| YTD | +69.0% | -27.1% | +96.1% | +80.4% |
| 1Y | +27.1% | +12.2% | +14.9% | +13.6% |
| All | +607.2% | +519.4% | +87.9% | +215.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling