+1,022.8%
NBIS vs PSX
+108.1%
+914.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -1.9% | -1.7% |
| 7D | -0.8% | +1.7% | -2.5% | -1.2% |
| 30D | -13.4% | +15.6% | -29.0% | -16.6% |
| 3M | +1.0% | +46.5% | -45.4% | -9.3% |
| 6M | +100.5% | +55.0% | +45.5% | +72.8% |
| YTD | +168.3% | +105.3% | +63.0% | +97.6% |
| 1Y | +151.8% | +101.6% | +50.2% | +85.1% |
| All | +1,022.8% | +108.1% | +914.7% | +614.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling