+1,022.8%
NBIS vs TRU
-27.2%
+1,049.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.5% | -1.7% |
| 7D | -0.8% | -2.7% | +1.9% | -0.4% |
| 30D | -13.4% | -2.0% | -11.3% | -13.4% |
| 3M | +1.0% | +18.4% | -17.4% | -8.2% |
| 6M | +100.5% | +8.9% | +91.6% | +86.9% |
| YTD | +168.3% | -8.9% | +177.2% | +168.1% |
| 1Y | +151.8% | -15.9% | +167.6% | +163.4% |
| All | +1,022.8% | -27.2% | +1,049.9% | +1,082.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling