+248.8%
NBIS vs SRE
+4.7%
+244.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.6% | +8.1% | +7.7% |
| 7D | +8.2% | -0.3% | +8.5% | +8.4% |
| 30D | +3.4% | -0.7% | +4.1% | +3.8% |
| 3M | -12.8% | -6.3% | -6.5% | -10.8% |
| 6M | +131.5% | -10.7% | +142.2% | +141.6% |
| YTD | +170.5% | -3.5% | +173.9% | +169.8% |
| 1Y | +248.8% | +5.3% | +243.5% | +225.4% |
| All | +248.8% | +4.7% | +244.1% | +225.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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