+570.0%
NBIS vs TPR
+209.7%
+360.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -4.9% | -5.1% |
| 7D | -11.6% | +12.1% | -23.7% | -16.8% |
| 30D | -39.4% | +16.7% | -56.1% | -44.3% |
| 3M | -27.2% | -17.4% | -9.8% | -21.5% |
| 6M | -24.3% | +2.3% | -26.6% | -30.1% |
| YTD | +60.1% | +7.1% | +52.9% | +39.1% |
| 1Y | +21.9% | +29.5% | -7.6% | -8.5% |
| All | +570.0% | +209.7% | +360.3% | +177.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling