+1,022.8%
NBIS vs SNY
-13.6%
+1,036.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -0.8% | -3.3% | +2.5% | -1.0% |
| 30D | -13.4% | -2.2% | -11.2% | -13.5% |
| 3M | +1.0% | -3.0% | +4.1% | +0.9% |
| 6M | +100.5% | +2.7% | +97.8% | +98.5% |
| YTD | +168.3% | -6.8% | +175.1% | +169.1% |
| 1Y | +151.8% | -5.3% | +157.0% | +150.8% |
| All | +1,022.8% | -13.6% | +1,036.3% | +1,300.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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