+1,101.8%
NBIS vs SRE
+4.2%
+1,097.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +17.8% | +1.5% | +16.3% | +17.1% |
| 30D | +30.5% | +0.8% | +29.7% | +29.9% |
| 3M | +9.2% | -5.8% | +15.0% | +12.0% |
| 6M | +153.2% | -7.8% | +161.0% | +161.1% |
| YTD | +187.1% | -2.4% | +189.5% | +187.8% |
| 1Y | +151.1% | +8.9% | +142.2% | +135.9% |
| All | +1,101.8% | +4.2% | +1,097.6% | +952.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling