+151.8%
NBIS vs STT
+78.9%
+72.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -2.7% |
| 7D | -0.8% | -0.4% | -0.4% | -0.5% |
| 30D | -13.4% | +1.7% | -15.1% | -14.8% |
| 3M | +1.0% | +17.9% | -16.9% | -12.4% |
| 6M | +100.5% | +55.3% | +45.2% | +34.4% |
| YTD | +168.3% | +52.7% | +115.6% | +81.4% |
| 1Y | +151.8% | +75.7% | +76.1% | +57.7% |
| All | +151.8% | +78.9% | +72.8% | +57.7% |
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