+248.8%
NBIS vs STZ
-10.2%
+259.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.7% | +8.2% | +7.2% |
| 7D | +8.2% | -1.9% | +10.1% | +7.5% |
| 30D | +3.4% | -1.9% | +5.3% | +3.2% |
| 3M | -12.8% | -6.2% | -6.6% | -13.6% |
| 6M | +131.5% | -14.0% | +145.5% | +127.0% |
| YTD | +170.5% | -5.1% | +175.6% | +142.6% |
| 1Y | +248.8% | -9.6% | +258.3% | +235.2% |
| All | +248.8% | -10.2% | +259.0% | +235.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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