+1,040.6%
NBIS vs SAN
+207.1%
+833.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.3% | -4.8% | -4.9% |
| 7D | +8.3% | -2.8% | +11.1% | +10.3% |
| 30D | +18.1% | -0.5% | +18.6% | +18.6% |
| 3M | +7.8% | +22.7% | -15.0% | -3.6% |
| 6M | +136.6% | +28.8% | +107.8% | +102.5% |
| YTD | +172.5% | +26.3% | +146.3% | +136.2% |
| 1Y | +144.3% | +48.8% | +95.4% | +90.7% |
| All | +1,040.6% | +207.1% | +833.4% | +625.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling