+151.8%
NBIS vs TRI
-40.4%
+192.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -0.9% |
| 7D | -0.8% | -7.9% | +7.1% | -3.7% |
| 30D | -13.4% | -4.5% | -8.9% | -14.2% |
| 3M | +1.0% | +22.1% | -21.1% | +6.3% |
| 6M | +100.5% | -2.8% | +103.3% | +112.2% |
| YTD | +168.3% | -23.4% | +191.7% | +152.3% |
| 1Y | +151.8% | -41.5% | +193.3% | +139.0% |
| All | +151.8% | -40.4% | +192.1% | +139.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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