+144.3%
NBIS vs SO
-0.5%
+144.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -5.8% |
| 7D | +8.3% | -1.1% | +9.4% | +6.9% |
| 30D | +18.1% | -3.7% | +21.8% | +12.9% |
| 3M | +7.8% | -5.9% | +13.7% | +1.1% |
| 6M | +136.6% | -7.3% | +143.9% | +123.7% |
| YTD | +172.5% | +3.1% | +169.4% | +180.0% |
| 1Y | +144.3% | -1.0% | +145.3% | +151.4% |
| All | +144.3% | -0.5% | +144.8% | +151.4% |
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