+248.8%
NBIS vs WBD
+135.8%
+113.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.4% | +7.9% | +7.5% |
| 7D | +8.2% | -1.8% | +10.0% | +8.1% |
| 30D | +3.4% | +8.8% | -5.4% | +4.2% |
| 3M | -12.8% | +4.6% | -17.4% | -12.3% |
| 6M | +131.5% | +1.1% | +130.5% | +132.2% |
| YTD | +170.5% | -2.0% | +172.4% | +170.0% |
| 1Y | +248.8% | +140.0% | +108.8% | +337.2% |
| All | +248.8% | +135.8% | +113.0% | +337.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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