+543.2%
NBIS vs SIMO
+238.1%
+305.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -2.3% | -14.6% | -15.5% |
| 7D | +6.9% | +14.9% | -8.0% | -0.7% |
| 30D | -37.8% | -27.0% | -10.8% | -24.8% |
| 3M | -50.4% | -25.4% | -25.0% | -41.7% |
| 6M | -28.2% | -30.3% | +2.1% | -12.7% |
| YTD | +53.7% | +95.8% | -42.1% | -9.8% |
| 1Y | +36.3% | +100.0% | -63.7% | -21.3% |
| All | +543.2% | +238.1% | +305.1% | +129.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling