+1,040.6%
NBIS vs SM
-6.0%
+1,046.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.5% | -5.6% | -5.2% |
| 7D | +8.3% | +2.1% | +6.2% | +7.8% |
| 30D | +18.1% | +18.1% | -0.1% | +13.6% |
| 3M | +7.8% | +17.0% | -9.2% | +3.3% |
| 6M | +136.6% | +55.4% | +81.1% | +102.4% |
| YTD | +172.5% | +108.6% | +64.0% | +105.8% |
| 1Y | +144.3% | +45.7% | +98.6% | +111.8% |
| All | +1,040.6% | -6.0% | +1,046.6% | +887.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling