+1,040.6%
NBIS vs SMR
-45.6%
+1,086.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -5.6% | +0.5% | -2.6% |
| 7D | +8.3% | +4.7% | +3.6% | +5.8% |
| 30D | +18.1% | +3.2% | +14.8% | +14.8% |
| 3M | +7.8% | +9.9% | -2.1% | +2.9% |
| 6M | +136.6% | -15.1% | +151.7% | +142.3% |
| YTD | +172.5% | -27.9% | +200.5% | +197.8% |
| 1Y | +144.3% | -70.2% | +214.5% | +265.0% |
| All | +1,040.6% | -45.6% | +1,086.2% | +1,030.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling