+144.3%
NBIS vs T
-8.5%
+152.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.6% | -6.7% | -3.1% |
| 7D | +8.3% | -2.4% | +10.7% | +5.3% |
| 30D | +18.1% | +4.3% | +13.8% | +25.2% |
| 3M | +7.8% | +11.6% | -3.8% | +27.1% |
| 6M | +136.6% | -5.6% | +142.1% | +136.3% |
| YTD | +172.5% | +6.6% | +166.0% | +208.8% |
| 1Y | +144.3% | -8.4% | +152.6% | +150.3% |
| All | +144.3% | -8.5% | +152.8% | +150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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