+248.8%
NBIS vs TGT
+84.5%
+164.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.3% | +7.2% | +7.5% |
| 7D | +8.2% | +0.8% | +7.5% | +8.4% |
| 30D | +3.4% | +12.2% | -8.8% | +5.0% |
| 3M | -12.8% | +33.8% | -46.6% | -11.3% |
| 6M | +131.5% | +39.3% | +92.2% | +134.5% |
| YTD | +170.5% | +72.9% | +97.6% | +173.3% |
| 1Y | +248.8% | +84.6% | +164.2% | +255.3% |
| All | +248.8% | +84.5% | +164.3% | +255.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 1y: compounded portfolio wealth divided by compounded TGT 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…
1y analysis · Full analysis span regression · 6 months rolling