+28.0%
NBIS vs STLA
-53.0%
+81.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.8% | -10.5% | -6.3% |
| 7D | -22.4% | -0.6% | -21.7% | -22.3% |
| 30D | -39.1% | +3.6% | -42.7% | -39.2% |
| 3M | -37.3% | -20.6% | -16.7% | -39.2% |
| 6M | -19.8% | -34.3% | +14.5% | -22.6% |
| YTD | +69.1% | -57.3% | +126.4% | +53.0% |
| 1Y | +28.0% | -52.6% | +80.7% | +10.5% |
| All | +28.0% | -53.0% | +81.0% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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