+543.2%
NBIS vs STM
+71.4%
+471.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | +0.4% | -17.3% | -17.1% |
| 7D | +6.9% | +16.3% | -9.4% | -2.6% |
| 30D | -37.8% | -6.3% | -31.5% | -34.4% |
| 3M | -50.4% | -14.1% | -36.3% | -44.6% |
| 6M | -28.2% | -19.6% | -8.6% | -18.6% |
| YTD | +53.7% | +80.1% | -26.5% | +11.7% |
| 1Y | +36.3% | +95.4% | -59.0% | -5.0% |
| All | +543.2% | +71.4% | +471.8% | +344.9% |
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