+28.0%
NBIS vs SRE
-7.5%
+35.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.9% | -3.8% | -5.8% |
| 7D | -22.4% | -2.1% | -20.3% | -21.9% |
| 30D | -39.1% | +6.1% | -45.2% | -40.5% |
| 3M | -37.3% | -3.5% | -33.8% | -36.7% |
| 6M | -19.8% | -10.8% | -9.0% | -16.3% |
| YTD | +69.1% | -4.0% | +73.0% | +67.6% |
| 1Y | +28.0% | -7.7% | +35.7% | +28.0% |
| All | +28.0% | -7.5% | +35.5% | +28.0% |
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