+1,031.9%
NBIS vs TER
+185.9%
+846.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +5.5% | +2.0% | +3.6% |
| 7D | +8.2% | +0.6% | +7.6% | +7.8% |
| 30D | +3.4% | -8.3% | +11.7% | +11.0% |
| 3M | -12.8% | -12.2% | -0.6% | -3.3% |
| 6M | +131.5% | +17.1% | +114.5% | +98.7% |
| YTD | +170.5% | +84.7% | +85.8% | +67.0% |
| 1Y | +248.8% | +199.9% | +48.8% | +47.9% |
| All | +1,031.9% | +185.9% | +846.0% | +398.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling