+28.0%
NBIS vs WAB
+46.5%
-18.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.1% | -7.8% | -7.5% |
| 7D | -22.4% | +4.5% | -26.9% | -25.0% |
| 30D | -39.1% | +1.1% | -40.2% | -39.5% |
| 3M | -37.3% | -1.3% | -36.0% | -36.7% |
| 6M | -19.8% | +12.7% | -32.5% | -25.6% |
| YTD | +69.1% | +38.7% | +30.4% | +17.0% |
| 1Y | +28.0% | +44.9% | -16.9% | -13.1% |
| All | +28.0% | +46.5% | -18.5% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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