+1,119.4%
NBIS vs WAT
+16.3%
+1,103.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.6% | +9.3% | +7.9% |
| 7D | +22.2% | -0.7% | +22.9% | +22.3% |
| 30D | +29.7% | -1.0% | +30.7% | +29.9% |
| 3M | +11.9% | +10.9% | +1.0% | +10.8% |
| 6M | +173.0% | +33.2% | +139.8% | +164.8% |
| YTD | +191.4% | +6.1% | +185.3% | +188.4% |
| 1Y | +280.7% | +30.2% | +250.5% | +266.1% |
| All | +1,119.4% | +16.3% | +1,103.1% | +1,127.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling