+1,022.8%
NBIS vs TER
+204.1%
+818.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.6% | -4.1% | -3.4% |
| 7D | -0.8% | +6.4% | -7.2% | -5.1% |
| 30D | -13.4% | -5.7% | -7.7% | -9.7% |
| 3M | +1.0% | -0.4% | +1.4% | +3.3% |
| 6M | +100.5% | +25.8% | +74.7% | +63.8% |
| YTD | +168.3% | +96.4% | +71.9% | +58.5% |
| 1Y | +151.8% | +229.2% | -77.5% | +0.6% |
| All | +1,022.8% | +204.1% | +818.6% | +373.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 10y: compounded portfolio wealth divided by compounded TER 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…
10y analysis · Full analysis span regression · 6 months rolling