+1,101.8%
NBIS vs SN
+55.6%
+1,046.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.3% | +1.9% | +0.3% |
| 7D | +17.8% | -3.4% | +21.2% | +19.8% |
| 30D | +30.5% | -9.1% | +39.6% | +36.5% |
| 3M | +9.2% | +31.8% | -22.6% | -8.7% |
| 6M | +153.2% | +52.0% | +101.1% | +91.4% |
| YTD | +187.1% | +51.3% | +135.8% | +118.6% |
| 1Y | +151.1% | +46.9% | +104.2% | +93.3% |
| All | +1,101.8% | +55.6% | +1,046.1% | +716.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling