+479.4%
NBIS vs S
-15.9%
+495.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.4% | -9.5% | -9.7% |
| 7D | -10.5% | +2.0% | -12.5% | -10.6% |
| 30D | -37.7% | -2.7% | -35.0% | -36.0% |
| 3M | -54.6% | -6.9% | -47.7% | -52.9% |
| 6M | -44.1% | +38.1% | -82.2% | -54.8% |
| YTD | +38.4% | +48.0% | -9.6% | +4.4% |
| 1Y | +30.7% | +34.5% | -3.7% | +4.3% |
| All | +479.4% | -15.9% | +495.3% | +579.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling