+1,022.8%
NBIS vs SAN
+214.0%
+808.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.8% | -3.0% |
| 7D | -0.8% | +0.2% | -1.0% | -1.0% |
| 30D | -13.4% | +0.9% | -14.3% | -14.0% |
| 3M | +1.0% | +19.1% | -18.1% | -8.4% |
| 6M | +100.5% | +33.2% | +67.3% | +68.0% |
| YTD | +168.3% | +29.1% | +139.2% | +129.1% |
| 1Y | +151.8% | +50.2% | +101.5% | +95.3% |
| All | +1,022.8% | +214.0% | +808.7% | +603.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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