+1,031.9%
NBIS vs STT
+123.7%
+908.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.3% | +7.3% |
| 7D | +8.2% | +0.5% | +7.7% | +7.8% |
| 30D | +3.4% | +3.9% | -0.5% | +0.2% |
| 3M | -12.8% | +20.0% | -32.8% | -26.2% |
| 6M | +131.5% | +55.3% | +76.2% | +52.0% |
| YTD | +170.5% | +53.3% | +117.1% | +79.4% |
| 1Y | +248.8% | +74.7% | +174.1% | +103.0% |
| All | +1,031.9% | +123.7% | +908.3% | +362.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling