+30.7%
NBIS vs SHOP
-4.4%
+35.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.2% | -10.1% | -10.0% |
| 7D | -10.5% | -1.2% | -9.3% | -10.2% |
| 30D | -37.7% | -14.7% | -23.0% | -36.1% |
| 3M | -54.6% | -7.2% | -47.3% | -53.8% |
| 6M | -44.1% | +54.2% | -98.3% | -50.6% |
| YTD | +38.4% | -8.6% | +47.1% | +51.6% |
| 1Y | +30.7% | +0.5% | +30.2% | +43.0% |
| All | +30.7% | -4.4% | +35.1% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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