+1,022.8%
NBIS vs TGT
+7.9%
+1,014.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.6% | -1.6% |
| 7D | -0.8% | -5.2% | +4.4% | +0.3% |
| 30D | -13.4% | +1.2% | -14.6% | -13.9% |
| 3M | +1.0% | +18.4% | -17.3% | -4.3% |
| 6M | +100.5% | +33.4% | +67.1% | +81.6% |
| YTD | +168.3% | +63.8% | +104.5% | +124.5% |
| 1Y | +151.8% | +77.2% | +74.6% | +103.4% |
| All | +1,022.8% | +7.9% | +1,014.8% | +797.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling