+1,101.8%
NBIS vs S
-26.4%
+1,128.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.5% |
| 7D | +17.8% | -1.2% | +19.0% | +18.4% |
| 30D | +30.5% | -12.6% | +43.1% | +37.7% |
| 3M | +9.2% | +27.6% | -18.4% | -9.4% |
| 6M | +153.2% | +35.5% | +117.7% | +96.7% |
| YTD | +187.1% | +29.6% | +157.5% | +128.6% |
| 1Y | +151.1% | +8.1% | +143.0% | +125.5% |
| All | +1,101.8% | -26.4% | +1,128.1% | +1,387.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling