+479.4%
NBIS vs STM
+72.4%
+407.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.6% | -10.5% | -10.3% |
| 7D | -10.5% | +12.0% | -22.5% | -16.6% |
| 30D | -37.7% | -0.4% | -37.3% | -36.8% |
| 3M | -54.6% | -13.2% | -41.4% | -49.7% |
| 6M | -44.1% | -26.1% | -18.0% | -33.9% |
| YTD | +38.4% | +81.2% | -42.7% | +0.2% |
| 1Y | +30.7% | +98.3% | -67.6% | -9.7% |
| All | +479.4% | +72.4% | +407.0% | +299.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling