+1,031.9%
NBIS vs W
+91.4%
+940.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.5% | +5.0% | +6.6% |
| 7D | +8.2% | -4.2% | +12.4% | +9.9% |
| 30D | +3.4% | -7.6% | +10.9% | +6.2% |
| 3M | -12.8% | +37.2% | -50.0% | -25.4% |
| 6M | +131.5% | +26.3% | +105.2% | +102.1% |
| YTD | +170.5% | -1.0% | +171.4% | +159.3% |
| 1Y | +248.8% | +20.1% | +228.7% | +196.3% |
| All | +1,031.9% | +91.4% | +940.6% | +525.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling