+1,031.9%
NBIS vs TAP
-21.6%
+1,053.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.2% | +7.7% | +7.3% |
| 7D | +8.2% | -2.3% | +10.5% | +6.2% |
| 30D | +3.4% | -2.1% | +5.5% | +2.4% |
| 3M | -12.8% | +6.6% | -19.4% | -6.4% |
| 6M | +131.5% | -11.5% | +143.0% | +131.2% |
| YTD | +170.5% | -10.3% | +180.7% | +171.2% |
| 1Y | +248.8% | -14.4% | +263.2% | +243.9% |
| All | +1,031.9% | -21.6% | +1,053.6% | +1,000.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling