+248.8%
NBIS vs SCHW
+14.3%
+234.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.0% | +8.5% | +8.1% |
| 7D | +8.2% | -0.8% | +9.0% | +8.7% |
| 30D | +3.4% | +1.5% | +1.9% | +2.5% |
| 3M | -12.8% | +24.6% | -37.4% | -25.6% |
| 6M | +131.5% | +14.5% | +117.0% | +110.7% |
| YTD | +170.5% | +10.5% | +160.0% | +157.0% |
| 1Y | +248.8% | +13.4% | +235.4% | +223.2% |
| All | +248.8% | +14.3% | +234.5% | +223.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 1y: compounded portfolio wealth divided by compounded SCHW 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…
1y analysis · Full analysis span regression · 6 months rolling