+1,022.8%
NBIS vs SRE
+2.1%
+1,020.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.2% |
| 7D | -0.8% | -0.8% | 0.0% | -0.4% |
| 30D | -13.4% | -3.0% | -10.4% | -12.3% |
| 3M | +1.0% | -8.3% | +9.3% | +5.0% |
| 6M | +100.5% | -8.9% | +109.4% | +107.9% |
| YTD | +168.3% | -4.3% | +172.5% | +171.4% |
| 1Y | +151.8% | +2.7% | +149.0% | +144.1% |
| All | +1,022.8% | +2.1% | +1,020.6% | +892.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling