+28.0%
NBIS vs SO
+3.3%
+24.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -6.0% | -7.5% |
| 7D | -22.4% | +1.7% | -24.1% | -20.5% |
| 30D | -39.1% | +11.1% | -50.3% | -31.1% |
| 3M | -37.3% | +0.7% | -38.0% | -37.0% |
| 6M | -19.8% | -1.4% | -18.4% | -19.1% |
| YTD | +69.1% | +9.4% | +59.7% | +89.0% |
| 1Y | +28.0% | +3.7% | +24.3% | +37.3% |
| All | +28.0% | +3.3% | +24.8% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 1y: compounded portfolio wealth divided by compounded SO 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…
1y analysis · Full analysis span regression · 6 months rolling