+1,040.6%
NBIS vs SHW
-16.4%
+1,056.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.0% | -4.1% | -5.0% |
| 7D | +8.3% | -4.5% | +12.8% | +8.6% |
| 30D | +18.1% | -12.7% | +30.7% | +19.0% |
| 3M | +7.8% | +4.7% | +3.1% | +6.3% |
| 6M | +136.6% | -3.4% | +140.0% | +137.9% |
| YTD | +172.5% | -1.3% | +173.9% | +171.9% |
| 1Y | +144.3% | -10.4% | +154.6% | +151.6% |
| All | +1,040.6% | -16.4% | +1,056.9% | +1,133.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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