+607.2%
NBIS vs STLD
+70.5%
+536.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.1% | +7.1% | +8.1% |
| 7D | 0.0% | -9.7% | +9.7% | +6.3% |
| 30D | -36.0% | -4.5% | -31.5% | -33.8% |
| 3M | -24.7% | -13.1% | -11.7% | -18.6% |
| 6M | -20.1% | -2.8% | -17.4% | -19.6% |
| YTD | +69.0% | +35.3% | +33.6% | +38.5% |
| 1Y | +27.1% | +51.4% | -24.3% | -2.8% |
| All | +607.2% | +70.5% | +536.7% | +360.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling