+479.4%
NBIS vs WAT
+32.8%
+446.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.4% | -9.5% | -9.8% |
| 7D | -10.5% | +0.6% | -11.1% | -10.5% |
| 30D | -37.7% | +5.4% | -43.1% | -37.8% |
| 3M | -54.6% | +11.3% | -65.9% | -54.8% |
| 6M | -44.1% | +37.4% | -81.5% | -45.4% |
| YTD | +38.4% | +21.2% | +17.3% | +35.9% |
| 1Y | +30.7% | +21.3% | +9.4% | +28.2% |
| All | +479.4% | +32.8% | +446.6% | +478.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling