+1,040.6%
NBIS vs STX
+695.4%
+345.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.7% | -2.4% | -3.0% |
| 7D | +8.3% | +8.0% | +0.3% | +2.3% |
| 30D | +18.1% | +5.1% | +13.0% | +14.9% |
| 3M | +7.8% | +5.8% | +2.0% | +6.4% |
| 6M | +136.6% | +124.9% | +11.6% | +43.9% |
| YTD | +172.5% | +213.9% | -41.4% | +29.9% |
| 1Y | +144.3% | +350.4% | -206.1% | -15.2% |
| All | +1,040.6% | +695.4% | +345.1% | +136.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling