+1,101.8%
NBIS vs T
+24.4%
+1,077.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.3% | -2.9% |
| 7D | +17.8% | -3.1% | +20.8% | +14.8% |
| 30D | +30.5% | +4.6% | +26.0% | +35.9% |
| 3M | +9.2% | +12.2% | -3.0% | +22.5% |
| 6M | +153.2% | -6.5% | +159.6% | +155.5% |
| YTD | +187.1% | +4.9% | +182.2% | +209.7% |
| 1Y | +151.1% | -10.5% | +161.6% | +157.2% |
| All | +1,101.8% | +24.4% | +1,077.3% | +1,851.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling