+1,022.8%
NBIS vs WCC
+101.7%
+921.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.3% | -5.0% |
| 7D | -0.8% | +1.5% | -2.3% | -2.2% |
| 30D | -13.4% | -2.1% | -11.2% | -11.6% |
| 3M | +1.0% | +3.8% | -2.8% | 0.0% |
| 6M | +100.5% | +35.0% | +65.5% | +54.1% |
| YTD | +168.3% | +46.4% | +121.9% | +90.5% |
| 1Y | +151.8% | +63.0% | +88.8% | +59.4% |
| All | +1,022.8% | +101.7% | +921.1% | +534.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling