+248.8%
NBIS vs SHEL
+32.9%
+215.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.7% | +6.8% | +7.4% |
| 7D | +8.2% | +2.2% | +6.0% | +8.0% |
| 30D | +3.4% | +6.8% | -3.5% | +2.3% |
| 3M | -12.8% | +8.1% | -20.9% | -13.3% |
| 6M | +131.5% | +14.4% | +117.1% | +119.6% |
| YTD | +170.5% | +30.0% | +140.5% | +137.3% |
| 1Y | +248.8% | +33.3% | +215.4% | +217.4% |
| All | +248.8% | +32.9% | +215.9% | +217.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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