+144.3%
NBIS vs STZ
-12.7%
+157.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.9% | -7.0% | -4.3% |
| 7D | +8.3% | -4.1% | +12.4% | +6.7% |
| 30D | +18.1% | -7.6% | +25.6% | +15.0% |
| 3M | +7.8% | -12.3% | +20.0% | +4.4% |
| 6M | +136.6% | -16.3% | +152.9% | +129.2% |
| YTD | +172.5% | -8.4% | +180.9% | +140.3% |
| 1Y | +144.3% | -10.8% | +155.1% | +123.2% |
| All | +144.3% | -12.7% | +157.0% | +123.2% |
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