+248.8%
NBIS vs V
+7.8%
+241.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.0% | +8.5% | +6.9% |
| 7D | +8.2% | -1.7% | +9.9% | +7.2% |
| 30D | +3.4% | +2.0% | +1.4% | +5.0% |
| 3M | -12.8% | +17.4% | -30.2% | -8.6% |
| 6M | +131.5% | +17.5% | +114.0% | +139.2% |
| YTD | +170.5% | +7.6% | +162.9% | +182.6% |
| 1Y | +248.8% | +7.7% | +241.1% | +283.8% |
| All | +248.8% | +7.8% | +241.0% | +283.8% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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