+28.0%
NBIS vs SIMO
+94.5%
-66.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -9.6% | +2.9% | -1.8% |
| 7D | -22.4% | -16.9% | -5.5% | -14.7% |
| 30D | -39.1% | -35.4% | -3.8% | -24.5% |
| 3M | -37.3% | -31.9% | -5.4% | -25.8% |
| 6M | -19.8% | -19.3% | -0.5% | -8.4% |
| YTD | +69.1% | +98.5% | -29.4% | +16.4% |
| 1Y | +28.0% | +100.5% | -72.5% | -13.9% |
| All | +28.0% | +94.5% | -66.4% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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