+673.5%
NBIS vs TER
+112.9%
+560.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +8.3% | +7.1% | +9.3% |
| 7D | +9.3% | +5.9% | +3.4% | +5.4% |
| 30D | -26.4% | -30.8% | +4.4% | -3.2% |
| 3M | -19.9% | -29.9% | +10.0% | +4.3% |
| 6M | -16.9% | -27.5% | +10.6% | +5.7% |
| YTD | +84.8% | +37.5% | +47.3% | +41.0% |
| 1Y | +51.3% | +50.3% | +1.1% | +8.6% |
| All | +673.5% | +112.9% | +560.6% | +321.1% |
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