+144.3%
NBIS vs SIMO
+220.5%
-76.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.5% | -0.6% | -2.9% |
| 7D | +8.3% | +12.5% | -4.2% | +2.4% |
| 30D | +18.1% | +18.4% | -0.4% | +9.4% |
| 3M | +7.8% | +5.6% | +2.2% | +6.1% |
| 6M | +136.6% | +116.9% | +19.6% | +71.3% |
| YTD | +172.5% | +188.4% | -15.9% | +55.9% |
| 1Y | +144.3% | +221.3% | -77.0% | +34.4% |
| All | +144.3% | +220.5% | -76.2% | +34.4% |
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