+1,040.6%
NBIS vs WCC
+94.4%
+946.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.2% | -1.9% | -2.1% |
| 7D | +8.3% | +1.7% | +6.6% | +7.0% |
| 30D | +18.1% | -6.1% | +24.1% | +25.3% |
| 3M | +7.8% | +3.1% | +4.7% | +8.1% |
| 6M | +136.6% | +28.2% | +108.3% | +90.6% |
| YTD | +172.5% | +41.1% | +131.4% | +100.6% |
| 1Y | +144.3% | +61.3% | +83.0% | +55.8% |
| All | +1,040.6% | +94.4% | +946.1% | +568.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling