+1,119.4%
NBIS vs SMR
-40.4%
+1,159.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +15.3% | -7.5% | +0.8% |
| 7D | +22.2% | +21.4% | +0.8% | +11.6% |
| 30D | +29.7% | +13.8% | +15.9% | +20.5% |
| 3M | +11.9% | +3.9% | +8.0% | +8.9% |
| 6M | +173.0% | -4.2% | +177.2% | +164.8% |
| YTD | +191.4% | -21.1% | +212.5% | +205.4% |
| 1Y | +280.7% | -67.1% | +347.8% | +446.2% |
| All | +1,119.4% | -40.4% | +1,159.8% | +1,059.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling