+1,031.9%
NBIS vs SW
+9.9%
+1,022.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.3% | +6.2% | +7.1% |
| 7D | +8.2% | -5.1% | +13.3% | +10.1% |
| 30D | +3.4% | -4.6% | +8.0% | +4.9% |
| 3M | -12.8% | +9.4% | -22.2% | -16.8% |
| 6M | +131.5% | +3.5% | +128.0% | +125.2% |
| YTD | +170.5% | +22.0% | +148.4% | +139.3% |
| 1Y | +248.8% | +2.2% | +246.6% | +233.8% |
| All | +1,031.9% | +9.9% | +1,022.1% | +1,142.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling