+1,031.9%
NBIS vs S
-24.7%
+1,056.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.4% | +7.1% | +7.3% |
| 7D | +8.2% | -7.7% | +15.9% | +12.2% |
| 30D | +3.4% | -5.3% | +8.7% | +4.9% |
| 3M | -12.8% | +20.3% | -33.1% | -24.5% |
| 6M | +131.5% | +47.4% | +84.2% | +70.2% |
| YTD | +170.5% | +32.5% | +137.9% | +113.3% |
| 1Y | +248.8% | +9.5% | +239.2% | +210.0% |
| All | +1,031.9% | -24.7% | +1,056.7% | +1,287.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling