+1,040.6%
NBIS vs S
-25.0%
+1,065.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.9% | -7.0% | -6.0% |
| 7D | +8.3% | +0.1% | +8.2% | +8.1% |
| 30D | +18.1% | -11.8% | +29.8% | +24.0% |
| 3M | +7.8% | +33.9% | -26.2% | -13.1% |
| 6M | +136.6% | +40.1% | +96.5% | +80.2% |
| YTD | +172.5% | +32.1% | +140.4% | +114.9% |
| 1Y | +144.3% | +11.0% | +133.2% | +115.9% |
| All | +1,040.6% | -25.0% | +1,065.5% | +1,298.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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