+570.0%
NBIS vs V
+48.5%
+521.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.4% | -5.7% | -5.3% |
| 7D | -11.6% | +0.8% | -12.4% | -11.5% |
| 30D | -39.4% | +9.9% | -49.3% | -39.8% |
| 3M | -27.2% | +17.5% | -44.7% | -28.4% |
| 6M | -24.3% | +33.5% | -57.8% | -30.3% |
| YTD | +60.1% | +21.6% | +38.5% | +55.6% |
| 1Y | +21.9% | +27.6% | -5.7% | +14.2% |
| All | +570.0% | +48.5% | +521.5% | +507.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling