+248.8%
NBIS vs STLD
+89.3%
+159.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.6% | +9.1% | +8.0% |
| 7D | +8.2% | +3.1% | +5.1% | +7.1% |
| 30D | +3.4% | -9.0% | +12.4% | +6.1% |
| 3M | -12.8% | -12.4% | -0.4% | -10.0% |
| 6M | +131.5% | +25.5% | +106.0% | +112.6% |
| YTD | +170.5% | +43.6% | +126.8% | +147.9% |
| 1Y | +248.8% | +87.2% | +161.6% | +360.7% |
| All | +248.8% | +89.3% | +159.5% | +360.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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