+1,119.4%
NBIS vs SHW
-14.1%
+1,133.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.3% | +10.0% | +7.9% |
| 7D | +22.2% | -1.2% | +23.4% | +22.3% |
| 30D | +29.7% | -11.6% | +41.3% | +30.8% |
| 3M | +11.9% | +9.1% | +2.8% | +9.8% |
| 6M | +173.0% | -0.7% | +173.7% | +174.0% |
| YTD | +191.4% | +1.4% | +190.0% | +190.2% |
| 1Y | +280.7% | -12.3% | +293.0% | +297.9% |
| All | +1,119.4% | -14.1% | +1,133.5% | +1,216.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling