-19.9%
NBIS vs TER
-28.9%
+8.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +8.3% | +7.1% | +7.1% |
| 7D | +9.3% | +5.9% | +3.4% | +3.6% |
| 30D | -26.4% | -30.8% | +4.4% | +4.6% |
| 3M | -19.9% | -29.9% | +10.0% | +10.3% |
| All | -19.9% | -28.9% | +8.9% | +10.3% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling