+673.5%
NBIS vs SW
+5.6%
+667.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.7% | +16.2% | +15.6% |
| 7D | +9.3% | -2.6% | +11.9% | +10.1% |
| 30D | -26.4% | +7.2% | -33.6% | -28.2% |
| 3M | -19.9% | -10.5% | -9.5% | -17.6% |
| 6M | -16.9% | +9.9% | -26.8% | -21.6% |
| YTD | +84.8% | +17.2% | +67.6% | +64.7% |
| 1Y | +51.3% | +26.5% | +24.8% | +29.4% |
| All | +673.5% | +5.6% | +667.9% | +755.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling