+1,101.8%
NBIS vs SHOP
+54.6%
+1,047.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.5% | +4.0% | +0.6% |
| 7D | +17.8% | -10.6% | +28.4% | +22.3% |
| 30D | +30.5% | -18.3% | +48.8% | +39.9% |
| 3M | +9.2% | +14.8% | -5.6% | -3.7% |
| 6M | +153.2% | -5.0% | +158.2% | +142.1% |
| YTD | +187.1% | -21.2% | +208.4% | +203.7% |
| 1Y | +151.1% | -11.6% | +162.7% | +147.1% |
| All | +1,101.8% | +54.6% | +1,047.2% | +893.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling