+673.5%
NBIS vs SN
+108.6%
+564.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.2% | +15.3% | +15.3% |
| 7D | +9.3% | +3.5% | +5.8% | +7.8% |
| 30D | -26.4% | +19.4% | -45.8% | -32.8% |
| 3M | -19.9% | +20.9% | -40.9% | -27.9% |
| 6M | -16.9% | +111.1% | -128.0% | -46.5% |
| YTD | +84.8% | +102.8% | -18.0% | +20.7% |
| 1Y | +51.3% | +146.2% | -94.9% | -12.2% |
| All | +673.5% | +108.6% | +564.9% | +351.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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