+1,119.4%
NBIS vs STM
+91.4%
+1,028.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.5% | +8.2% | +8.0% |
| 7D | +22.2% | +5.2% | +17.0% | +18.7% |
| 30D | +29.7% | -7.4% | +37.1% | +35.7% |
| 3M | +11.9% | -30.6% | +42.5% | +35.7% |
| 6M | +173.0% | +66.4% | +106.6% | +100.4% |
| YTD | +191.4% | +101.1% | +90.2% | +95.0% |
| 1Y | +280.7% | +97.4% | +183.3% | +150.9% |
| All | +1,119.4% | +91.4% | +1,028.0% | +676.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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