+1,119.4%
NBIS vs WAB
+50.0%
+1,069.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.6% | +7.2% | +7.1% |
| 7D | +22.2% | +1.7% | +20.6% | +20.1% |
| 30D | +29.7% | -2.4% | +32.2% | +33.2% |
| 3M | +11.9% | +9.7% | +2.2% | +0.3% |
| 6M | +173.0% | +16.5% | +156.5% | +120.6% |
| YTD | +191.4% | +33.7% | +157.6% | +93.9% |
| 1Y | +280.7% | +49.7% | +231.0% | +113.8% |
| All | +1,119.4% | +50.0% | +1,069.4% | +645.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling