+18.3%
NBIS vs SW
+26.7%
-8.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.9% | +8.5% | +7.6% |
| 7D | -16.0% | +2.3% | -18.3% | -16.0% |
| 30D | -45.4% | +6.8% | -52.2% | -45.6% |
| 3M | -31.8% | -5.2% | -26.6% | -31.4% |
| 6M | -33.6% | +7.4% | -41.1% | -34.6% |
| YTD | +54.7% | +17.4% | +37.3% | +43.6% |
| 1Y | +18.3% | +27.1% | -8.8% | +4.9% |
| All | +18.3% | +26.7% | -8.4% | +4.9% |
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