+1,031.9%
NBIS vs SM
-10.3%
+1,042.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.5% | +10.0% | +8.0% |
| 7D | +8.2% | +0.1% | +8.1% | +8.1% |
| 30D | +3.4% | +26.3% | -22.9% | -2.1% |
| 3M | -12.8% | +8.7% | -21.5% | -14.9% |
| 6M | +131.5% | +51.7% | +79.9% | +98.1% |
| YTD | +170.5% | +99.0% | +71.4% | +106.3% |
| 1Y | +248.8% | +34.6% | +214.2% | +208.9% |
| All | +1,031.9% | -10.3% | +1,042.2% | +889.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling