+248.8%
NBIS vs TRU
-7.3%
+256.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -5.9% | +13.4% | +5.1% |
| 7D | +8.2% | -6.8% | +15.0% | +5.5% |
| 30D | +3.4% | 0.0% | +3.3% | +3.9% |
| 3M | -12.8% | +13.3% | -26.1% | -9.5% |
| 6M | +131.5% | +3.4% | +128.1% | +139.1% |
| YTD | +170.5% | -6.4% | +176.8% | +173.3% |
| 1Y | +248.8% | -9.7% | +258.5% | +251.4% |
| All | +248.8% | -7.3% | +256.1% | +251.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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