+1,101.8%
NBIS vs SMTC
+273.6%
+828.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.3% | -1.9% |
| 7D | +17.8% | +22.5% | -4.7% | +5.1% |
| 30D | +30.5% | +24.9% | +5.7% | +14.8% |
| 3M | +9.2% | +4.1% | +5.1% | +5.0% |
| 6M | +153.2% | +92.6% | +60.6% | +72.0% |
| YTD | +187.1% | +122.5% | +64.7% | +80.6% |
| 1Y | +151.1% | +166.2% | -15.1% | +43.5% |
| All | +1,101.8% | +273.6% | +828.1% | +547.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling