+1,101.8%
NBIS vs W
+92.7%
+1,009.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +17.8% | +5.9% | +11.9% | +15.5% |
| 30D | +30.5% | -3.0% | +33.6% | +31.6% |
| 3M | +9.2% | +40.3% | -31.2% | -7.5% |
| 6M | +153.2% | +32.2% | +120.9% | +116.9% |
| YTD | +187.1% | -0.3% | +187.4% | +174.7% |
| 1Y | +151.1% | +16.2% | +134.9% | +118.0% |
| All | +1,101.8% | +92.7% | +1,009.1% | +562.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling