+1,101.8%
NBIS vs STM
+89.8%
+1,011.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.0% |
| 7D | +17.8% | +1.7% | +16.1% | +16.7% |
| 30D | +30.5% | -5.2% | +35.7% | +34.7% |
| 3M | +9.2% | -29.6% | +38.8% | +31.6% |
| 6M | +153.2% | +54.4% | +98.8% | +93.6% |
| YTD | +187.1% | +99.5% | +87.6% | +93.1% |
| 1Y | +151.1% | +100.8% | +50.3% | +64.8% |
| All | +1,101.8% | +89.8% | +1,011.9% | +669.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling