+144.3%
NBIS vs STLA
-40.1%
+184.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.2% | -4.9% | -5.1% |
| 7D | +8.3% | -3.8% | +12.1% | +7.8% |
| 30D | +18.1% | -3.1% | +21.2% | +18.0% |
| 3M | +7.8% | -19.6% | +27.4% | +7.1% |
| 6M | +136.6% | -23.5% | +160.0% | +137.0% |
| YTD | +172.5% | -51.5% | +224.0% | +162.6% |
| 1Y | +144.3% | -39.7% | +183.9% | +134.0% |
| All | +144.3% | -40.1% | +184.3% | +134.0% |
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