+1,040.6%
NBIS vs TRI
-40.0%
+1,080.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.3% | -3.8% | -5.3% |
| 7D | +8.3% | -14.4% | +22.7% | +6.2% |
| 30D | +18.1% | -8.1% | +26.2% | +17.1% |
| 3M | +7.8% | +17.5% | -9.8% | +4.6% |
| 6M | +136.6% | -5.0% | +141.5% | +143.6% |
| YTD | +172.5% | -24.7% | +197.2% | +212.6% |
| 1Y | +144.3% | -41.5% | +185.8% | +233.4% |
| All | +1,040.6% | -40.0% | +1,080.5% | +1,383.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling