+144.3%
NBIS vs TAP
-18.4%
+162.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.1% | -5.0% | -5.2% |
| 7D | +8.3% | -5.3% | +13.5% | +2.1% |
| 30D | +18.1% | -7.4% | +25.4% | +9.2% |
| 3M | +7.8% | -4.9% | +12.7% | +6.9% |
| 6M | +136.6% | -14.2% | +150.8% | +125.1% |
| YTD | +172.5% | -14.8% | +187.3% | +152.6% |
| 1Y | +144.3% | -18.1% | +162.4% | +122.2% |
| All | +144.3% | -18.4% | +162.6% | +122.2% |
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