+1,101.8%
NBIS vs V
+28.8%
+1,073.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | +17.8% | -2.9% | +20.7% | +18.2% |
| 30D | +30.5% | +1.9% | +28.7% | +29.9% |
| 3M | +9.2% | +13.2% | -4.0% | +3.3% |
| 6M | +153.2% | +16.7% | +136.4% | +133.7% |
| YTD | +187.1% | +5.4% | +181.8% | +182.4% |
| 1Y | +151.1% | +7.7% | +143.4% | +142.2% |
| All | +1,101.8% | +28.8% | +1,073.0% | +1,003.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling