+136.6%
NBIS vs SHAK
-34.4%
+171.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.1% | -3.0% | -5.0% |
| 7D | +8.3% | -11.0% | +19.3% | +9.0% |
| 30D | +18.1% | -14.0% | +32.1% | +19.2% |
| 3M | +7.8% | +13.3% | -5.5% | +9.0% |
| 6M | +136.6% | -35.3% | +171.9% | +153.8% |
| All | +136.6% | -34.4% | +171.0% | +153.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 6mo: compounded portfolio wealth divided by compounded SHAK 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…
6mo analysis · Full analysis span regression · 6 months rolling