+248.8%
NBIS vs TD
+64.8%
+184.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.4% | +8.8% | +9.3% |
| 7D | +8.2% | +0.3% | +7.9% | +7.6% |
| 30D | +3.4% | +0.4% | +3.0% | +4.0% |
| 3M | -12.8% | +7.6% | -20.5% | -18.4% |
| 6M | +131.5% | +25.0% | +106.5% | +75.9% |
| YTD | +170.5% | +31.0% | +139.5% | +98.4% |
| 1Y | +248.8% | +65.2% | +183.6% | +128.5% |
| All | +248.8% | +64.8% | +184.0% | +128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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