+1,119.4%
NBIS vs STX
+734.2%
+385.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +6.5% | +1.2% | +2.7% |
| 7D | +22.2% | +10.7% | +11.5% | +13.0% |
| 30D | +29.7% | +11.3% | +18.5% | +20.8% |
| 3M | +11.9% | +3.2% | +8.6% | +11.5% |
| 6M | +173.0% | +157.0% | +16.0% | +51.5% |
| YTD | +191.4% | +229.2% | -37.9% | +33.8% |
| 1Y | +280.7% | +381.8% | -101.1% | +25.4% |
| All | +1,119.4% | +734.2% | +385.2% | +143.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling