+248.8%
NBIS vs SU
+71.8%
+176.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.7% | +8.2% | +7.7% |
| 7D | +8.2% | +3.6% | +4.7% | +6.7% |
| 30D | +3.4% | +7.9% | -4.5% | +0.4% |
| 3M | -12.8% | +3.5% | -16.3% | -13.1% |
| 6M | +131.5% | +19.0% | +112.6% | +93.6% |
| YTD | +170.5% | +55.0% | +115.5% | +82.4% |
| 1Y | +248.8% | +71.2% | +177.6% | +114.8% |
| All | +248.8% | +71.8% | +176.9% | +114.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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