+28.0%
NBIS vs PSX
+97.5%
-69.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.5% | -2.1% | -8.5% |
| 7D | -22.4% | -5.2% | -17.2% | -24.0% |
| 30D | -39.1% | -3.7% | -35.4% | -39.9% |
| 3M | -37.3% | +26.8% | -64.1% | -31.6% |
| 6M | -19.8% | +47.3% | -67.1% | -6.2% |
| YTD | +69.1% | +105.4% | -36.3% | +101.8% |
| 1Y | +28.0% | +96.9% | -68.9% | +52.7% |
| All | +28.0% | +97.5% | -69.5% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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