+1,101.8%
NBIS vs SO
+1.0%
+1,100.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -2.4% |
| 7D | +17.8% | 0.0% | +17.7% | +17.7% |
| 30D | +30.5% | -2.5% | +33.0% | +25.9% |
| 3M | +9.2% | -4.2% | +13.4% | +4.3% |
| 6M | +153.2% | -7.7% | +160.8% | +134.7% |
| YTD | +187.1% | +3.8% | +183.3% | +209.6% |
| 1Y | +151.1% | +0.1% | +151.0% | +159.9% |
| All | +1,101.8% | +1.0% | +1,100.8% | +1,345.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling