+1,101.8%
NBIS vs PSX
+109.1%
+992.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.1% | -1.6% |
| 7D | +17.8% | +1.8% | +15.9% | +17.3% |
| 30D | +30.5% | +21.6% | +8.9% | +24.0% |
| 3M | +9.2% | +46.5% | -37.3% | -2.0% |
| 6M | +153.2% | +62.0% | +91.2% | +114.0% |
| YTD | +187.1% | +106.3% | +80.8% | +111.3% |
| 1Y | +151.1% | +103.0% | +48.1% | +84.1% |
| All | +1,101.8% | +109.1% | +992.6% | +664.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling