+1,022.8%
NBIS vs SU
+84.6%
+938.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.4% | -1.5% |
| 7D | -0.8% | +2.2% | -3.0% | -2.1% |
| 30D | -13.4% | +8.4% | -21.8% | -17.9% |
| 3M | +1.0% | +12.1% | -11.1% | -6.4% |
| 6M | +100.5% | +19.7% | +80.8% | +69.4% |
| YTD | +168.3% | +58.4% | +109.9% | +80.0% |
| 1Y | +151.8% | +67.2% | +84.5% | +60.2% |
| All | +1,022.8% | +84.6% | +938.2% | +521.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling