+673.5%
NBIS vs TPR
+204.5%
+468.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.7% | +17.1% | +16.2% |
| 7D | +9.3% | +6.4% | +2.9% | +5.5% |
| 30D | -26.4% | +13.8% | -40.1% | -31.6% |
| 3M | -19.9% | -16.6% | -3.3% | -14.4% |
| 6M | -16.9% | +0.7% | -17.5% | -22.8% |
| YTD | +84.8% | +5.3% | +79.5% | +61.6% |
| 1Y | +51.3% | +32.4% | +19.0% | +10.8% |
| All | +673.5% | +204.5% | +468.9% | +222.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling