+248.8%
NBIS vs SIMO
+226.2%
+22.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +8.7% | -1.2% | +3.4% |
| 7D | +8.2% | +4.2% | +4.0% | +6.1% |
| 30D | +3.4% | +4.1% | -0.7% | +0.4% |
| 3M | -12.8% | -12.9% | +0.1% | -8.7% |
| 6M | +131.5% | +110.3% | +21.2% | +75.1% |
| YTD | +170.5% | +178.6% | -8.1% | +67.5% |
| 1Y | +248.8% | +220.0% | +28.8% | +154.0% |
| All | +248.8% | +226.2% | +22.6% | +154.0% |
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