+248.8%
NBIS vs WAT
+41.4%
+207.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.0% | +8.5% | +7.4% |
| 7D | +8.2% | -1.3% | +9.5% | +8.1% |
| 30D | +3.4% | +2.3% | +1.0% | +3.7% |
| 3M | -12.8% | +8.7% | -21.6% | -12.1% |
| 6M | +131.5% | +28.3% | +103.2% | +136.8% |
| YTD | +170.5% | +7.8% | +162.7% | +163.7% |
| 1Y | +248.8% | +36.6% | +212.2% | +346.1% |
| All | +248.8% | +41.4% | +207.3% | +346.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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