+51.3%
NBIS vs TOST
-10.2%
+61.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.2% | +16.7% | +15.5% |
| 7D | +9.3% | -3.6% | +12.9% | +9.4% |
| 30D | -26.4% | +8.9% | -35.2% | -26.7% |
| 3M | -19.9% | -2.2% | -17.7% | -20.0% |
| 6M | -16.9% | +41.0% | -57.8% | -22.8% |
| YTD | +84.8% | -4.0% | +88.8% | +76.0% |
| 1Y | +51.3% | -9.6% | +60.9% | +43.4% |
| All | +51.3% | -10.2% | +61.6% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TOST.
Daily Out/Under-Performance
Portfolio return minus TOST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TOST 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 TOST 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