+30.7%
NBIS vs SW
+24.2%
+6.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.9% | -9.0% | -9.9% |
| 7D | -10.5% | -2.9% | -7.6% | -10.4% |
| 30D | -37.7% | +5.0% | -42.7% | -37.9% |
| 3M | -54.6% | -13.7% | -40.9% | -54.0% |
| 6M | -44.1% | +8.0% | -52.1% | -45.1% |
| YTD | +38.4% | +14.0% | +24.5% | +30.7% |
| 1Y | +30.7% | +25.6% | +5.1% | +16.3% |
| All | +30.7% | +24.2% | +6.6% | +16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling