+1,101.8%
NBIS vs SIMO
+421.4%
+680.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -2.6% |
| 7D | +17.8% | +14.5% | +3.3% | +9.2% |
| 30D | +30.5% | +20.4% | +10.1% | +18.0% |
| 3M | +9.2% | +7.1% | +2.1% | +5.2% |
| 6M | +153.2% | +129.2% | +23.9% | +51.5% |
| YTD | +187.1% | +201.9% | -14.8% | +32.1% |
| 1Y | +151.1% | +235.5% | -84.4% | +5.9% |
| All | +1,101.8% | +421.4% | +680.3% | +235.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling