+28.0%
NBIS vs W
+21.5%
+6.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +11.0% | -17.7% | -9.5% |
| 7D | -22.4% | +8.4% | -30.8% | -24.2% |
| 30D | -39.1% | +16.5% | -55.7% | -41.7% |
| 3M | -37.3% | +6.4% | -43.8% | -38.6% |
| 6M | -19.8% | +90.5% | -110.3% | -36.8% |
| YTD | +69.1% | +23.1% | +46.0% | +58.2% |
| 1Y | +28.0% | +24.3% | +3.8% | +19.1% |
| All | +28.0% | +21.5% | +6.5% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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