+28.0%
NBIS vs TGT
+86.7%
-58.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +5.6% | -12.3% | -5.5% |
| 7D | -22.4% | +9.5% | -31.9% | -21.0% |
| 30D | -39.1% | +6.6% | -45.8% | -38.1% |
| 3M | -37.3% | +11.0% | -48.3% | -36.0% |
| 6M | -19.8% | +29.9% | -49.6% | -18.5% |
| YTD | +69.1% | +71.4% | -2.4% | +62.6% |
| 1Y | +28.0% | +88.6% | -60.6% | +19.5% |
| All | +28.0% | +86.7% | -58.7% | +19.5% |
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