+30.7%
NBIS vs SO
+5.1%
+25.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +1.2% | -11.1% | -8.5% |
| 7D | -10.5% | +1.4% | -11.9% | -9.3% |
| 30D | -37.7% | +4.7% | -42.4% | -33.7% |
| 3M | -54.6% | +1.7% | -56.3% | -53.6% |
| 6M | -44.1% | +2.2% | -46.2% | -42.3% |
| YTD | +38.4% | +10.0% | +28.5% | +55.4% |
| 1Y | +30.7% | +6.0% | +24.7% | +51.6% |
| All | +30.7% | +5.1% | +25.7% | +51.6% |
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