+28.0%
NBIS vs SMR
-87.0%
+115.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.5% | -2.2% | -4.2% |
| 7D | -22.4% | -9.5% | -12.9% | -17.8% |
| 30D | -39.1% | -33.2% | -5.9% | -23.8% |
| 3M | -37.3% | -45.9% | +8.6% | -15.5% |
| 6M | -19.8% | -57.9% | +38.1% | +21.1% |
| YTD | +69.1% | -63.8% | +132.9% | +164.3% |
| 1Y | +28.0% | -85.6% | +113.6% | +214.4% |
| All | +28.0% | -87.0% | +115.0% | +214.4% |
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