+248.8%
NBIS vs TAP
-14.5%
+263.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.2% | +7.7% | +7.3% |
| 7D | +8.2% | -2.3% | +10.5% | +5.1% |
| 30D | +3.4% | -2.1% | +5.5% | +1.8% |
| 3M | -12.8% | +6.6% | -19.4% | -3.0% |
| 6M | +131.5% | -11.5% | +143.0% | +129.3% |
| YTD | +170.5% | -10.3% | +180.7% | +166.8% |
| 1Y | +248.8% | -14.4% | +263.2% | +234.6% |
| All | +248.8% | -14.5% | +263.3% | +234.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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