+151.8%
NBIS vs WAB
+49.7%
+102.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.6% | -2.3% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -13.4% | -4.1% | -9.3% | -10.7% |
| 3M | +1.0% | +8.2% | -7.1% | -3.5% |
| 6M | +100.5% | +15.4% | +85.1% | +76.3% |
| YTD | +168.3% | +33.1% | +135.1% | +105.8% |
| 1Y | +151.8% | +48.1% | +103.7% | +87.8% |
| All | +151.8% | +49.7% | +102.1% | +87.8% |
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