+1,101.8%
NBIS vs SM
-6.5%
+1,108.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.6% |
| 7D | +17.8% | -0.2% | +18.0% | +17.8% |
| 30D | +30.5% | +20.3% | +10.3% | +25.2% |
| 3M | +9.2% | +22.9% | -13.7% | +3.1% |
| 6M | +153.2% | +47.8% | +105.3% | +120.1% |
| YTD | +187.1% | +107.5% | +79.7% | +117.1% |
| 1Y | +151.1% | +51.7% | +99.4% | +113.2% |
| All | +1,101.8% | -6.5% | +1,108.2% | +941.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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