+1,101.8%
NBIS vs STT
+120.9%
+980.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.5% | -1.5% |
| 7D | +17.8% | +1.0% | +16.8% | +16.5% |
| 30D | +30.5% | +2.8% | +27.8% | +27.7% |
| 3M | +9.2% | +18.1% | -8.9% | -6.3% |
| 6M | +153.2% | +59.2% | +93.9% | +61.9% |
| YTD | +187.1% | +51.5% | +135.7% | +92.7% |
| 1Y | +151.1% | +75.7% | +75.4% | +45.1% |
| All | +1,101.8% | +120.9% | +980.8% | +396.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling