+673.5%
NBIS vs STM
+70.6%
+602.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +3.5% | +12.0% | +13.2% |
| 7D | +9.3% | +1.4% | +7.9% | +9.2% |
| 30D | -26.4% | -8.4% | -18.0% | -21.2% |
| 3M | -19.9% | -15.8% | -4.1% | -9.8% |
| 6M | -16.9% | -22.8% | +6.0% | -3.5% |
| YTD | +84.8% | +79.4% | +5.4% | +34.8% |
| 1Y | +51.3% | +97.0% | -45.6% | +5.1% |
| All | +673.5% | +70.6% | +602.8% | +436.8% |
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