+28.0%
NBIS vs STT
+53.6%
-25.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.2% | -8.9% | -9.4% |
| 7D | -22.4% | -0.1% | -22.3% | -22.2% |
| 30D | -39.1% | -1.7% | -37.5% | -37.6% |
| 3M | -37.3% | -6.4% | -30.9% | -31.3% |
| 6M | -19.8% | +17.7% | -37.5% | -28.2% |
| YTD | +69.1% | +36.9% | +32.2% | +24.6% |
| 1Y | +28.0% | +52.0% | -24.0% | -11.8% |
| All | +28.0% | +53.6% | -25.5% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 1y: compounded portfolio wealth divided by compounded STT 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…
1y analysis · Full analysis span regression · 6 months rolling