+1,040.6%
NBIS vs WBD
+266.2%
+774.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.0% | -6.1% | -5.3% |
| 7D | +8.3% | -0.6% | +8.9% | +8.4% |
| 30D | +18.1% | +4.2% | +13.9% | +17.0% |
| 3M | +7.8% | +7.5% | +0.2% | +5.6% |
| 6M | +136.6% | +1.6% | +135.0% | +135.4% |
| YTD | +172.5% | -2.2% | +174.7% | +173.6% |
| 1Y | +144.3% | +124.9% | +19.4% | +91.8% |
| All | +1,040.6% | +266.2% | +774.3% | +590.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling