+1,022.8%
NBIS vs STX
+665.8%
+357.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.7% | +2.2% | +1.3% |
| 7D | -0.8% | -2.3% | +1.4% | +1.1% |
| 30D | -13.4% | -5.5% | -7.9% | -9.6% |
| 3M | +1.0% | -4.3% | +5.3% | +7.0% |
| 6M | +100.5% | +115.6% | -15.1% | +25.8% |
| YTD | +168.3% | +202.2% | -33.9% | +31.6% |
| 1Y | +151.8% | +325.3% | -173.5% | -8.4% |
| All | +1,022.8% | +665.8% | +357.0% | +139.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling