+1,101.8%
NBIS vs WAT
+16.8%
+1,084.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.5% |
| 7D | +17.8% | -1.8% | +19.6% | +17.9% |
| 30D | +30.5% | -1.7% | +32.2% | +30.8% |
| 3M | +9.2% | +9.1% | +0.1% | +8.3% |
| 6M | +153.2% | +32.4% | +120.7% | +145.7% |
| YTD | +187.1% | +6.6% | +180.6% | +184.1% |
| 1Y | +151.1% | +34.7% | +116.4% | +140.7% |
| All | +1,101.8% | +16.8% | +1,084.9% | +1,109.0% |
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