+248.8%
NBIS vs TPR
+18.2%
+230.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.4% | +7.9% | +7.6% |
| 7D | +8.2% | -2.7% | +10.9% | +8.8% |
| 30D | +3.4% | -23.3% | +26.6% | +8.7% |
| 3M | -12.8% | -12.8% | 0.0% | -13.2% |
| 6M | +131.5% | -21.7% | +153.3% | +140.8% |
| YTD | +170.5% | -3.9% | +174.3% | +154.3% |
| 1Y | +248.8% | +16.9% | +231.9% | +193.7% |
| All | +248.8% | +18.2% | +230.6% | +193.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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