+1,101.8%
NBIS vs TER
+207.3%
+894.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.1% | -4.6% | -3.7% |
| 7D | +17.8% | +12.4% | +5.4% | +8.5% |
| 30D | +30.5% | +5.1% | +25.4% | +27.4% |
| 3M | +9.2% | +4.0% | +5.2% | +8.5% |
| 6M | +153.2% | +29.5% | +123.6% | +102.7% |
| YTD | +187.1% | +98.5% | +88.7% | +68.4% |
| 1Y | +151.1% | +234.1% | -83.0% | -0.8% |
| All | +1,101.8% | +207.3% | +894.5% | +403.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling