+28.0%
NBIS vs STX
+119.7%
-91.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -8.1% | +1.5% | -0.2% |
| 7D | -22.4% | -20.2% | -2.2% | -6.9% |
| 30D | -39.1% | -37.2% | -1.9% | -12.7% |
| 3M | -37.3% | -34.1% | -3.3% | -14.8% |
| 6M | -19.8% | -24.5% | +4.7% | +2.7% |
| YTD | +69.1% | +102.9% | -33.9% | +15.1% |
| 1Y | +28.0% | +123.8% | -95.8% | -19.9% |
| All | +28.0% | +119.7% | -91.7% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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