+1,040.6%
NBIS vs SMTC
+262.6%
+777.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.9% | -2.2% | -3.4% |
| 7D | +8.3% | +17.5% | -9.2% | -1.0% |
| 30D | +18.1% | +21.3% | -3.3% | +5.6% |
| 3M | +7.8% | +3.1% | +4.6% | +4.3% |
| 6M | +136.6% | +81.7% | +54.9% | +65.9% |
| YTD | +172.5% | +115.9% | +56.6% | +74.4% |
| 1Y | +144.3% | +157.8% | -13.6% | +42.2% |
| All | +1,040.6% | +262.6% | +777.9% | +525.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 5y: compounded portfolio wealth divided by compounded SMTC 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…
5y analysis · Full analysis span regression · 6 months rolling