+1,119.4%
NBIS vs TER
+198.0%
+921.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +4.2% | +3.5% | +4.7% |
| 7D | +22.2% | +11.0% | +11.3% | +13.7% |
| 30D | +29.7% | -1.9% | +31.6% | +32.9% |
| 3M | +11.9% | -0.7% | +12.5% | +14.7% |
| 6M | +173.0% | +36.4% | +136.6% | +110.6% |
| YTD | +191.4% | +92.4% | +98.9% | +74.9% |
| 1Y | +280.7% | +213.5% | +67.2% | +56.5% |
| All | +1,119.4% | +198.0% | +921.4% | +422.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling