+543.2%
NBIS vs W
+114.5%
+428.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -2.6% | -14.3% | -15.9% |
| 7D | +6.9% | -1.7% | +8.5% | +7.9% |
| 30D | -37.8% | +3.2% | -41.0% | -38.3% |
| 3M | -50.4% | +8.3% | -58.7% | -51.9% |
| 6M | -28.2% | +84.3% | -112.5% | -45.6% |
| YTD | +53.7% | +11.0% | +42.7% | +41.5% |
| 1Y | +36.3% | -0.2% | +36.5% | +30.3% |
| All | +543.2% | +114.5% | +428.7% | +241.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling