+248.8%
NBIS vs SMR
-76.3%
+325.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.5% | +8.0% | +7.7% |
| 7D | +8.2% | +4.4% | +3.8% | +5.9% |
| 30D | +3.4% | +3.4% | 0.0% | 0.0% |
| 3M | -12.8% | -19.2% | +6.4% | -5.0% |
| 6M | +131.5% | -22.6% | +154.2% | +147.5% |
| YTD | +170.5% | -31.5% | +202.0% | +204.4% |
| 1Y | +248.8% | -73.1% | +321.9% | +468.4% |
| All | +248.8% | -76.3% | +325.0% | +468.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 1y: compounded portfolio wealth divided by compounded SMR 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…
1y analysis · Full analysis span regression · 6 months rolling