+1,040.6%
NBIS vs SHOP
+54.3%
+986.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.1% | -4.9% | -5.0% |
| 7D | +8.3% | -13.2% | +21.5% | +13.8% |
| 30D | +18.1% | -17.0% | +35.1% | +25.8% |
| 3M | +7.8% | +17.0% | -9.2% | -5.9% |
| 6M | +136.6% | -2.1% | +138.7% | +122.4% |
| YTD | +172.5% | -21.4% | +193.9% | +188.4% |
| 1Y | +144.3% | -11.0% | +155.2% | +139.3% |
| All | +1,040.6% | +54.3% | +986.2% | +843.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling