+673.5%
NBIS vs TLT
-5.0%
+678.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | 0.0% | +15.4% | +15.5% |
| 7D | +9.3% | -1.0% | +10.3% | +8.7% |
| 30D | -26.4% | +3.7% | -30.0% | -25.1% |
| 3M | -19.9% | -0.8% | -19.2% | -19.7% |
| 6M | -16.9% | -3.6% | -13.3% | -17.9% |
| YTD | +84.8% | -3.9% | +88.7% | +82.4% |
| 1Y | +51.3% | -6.2% | +57.5% | +46.8% |
| All | +673.5% | -5.0% | +678.4% | +721.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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