+151.8%
NBIS vs SGI
-21.0%
+172.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.5% | -1.8% |
| 7D | -0.8% | -4.5% | +3.6% | +0.2% |
| 30D | -13.4% | +4.2% | -17.5% | -14.1% |
| 3M | +1.0% | -7.4% | +8.5% | +3.3% |
| 6M | +100.5% | -15.1% | +115.6% | +106.0% |
| YTD | +168.3% | -24.7% | +193.0% | +179.8% |
| 1Y | +151.8% | -21.8% | +173.5% | +179.6% |
| All | +151.8% | -21.0% | +172.7% | +179.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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