+1,022.8%
NBIS vs WCN
-11.3%
+1,034.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.7% | -1.4% |
| 7D | -0.8% | -3.1% | +2.3% | -2.8% |
| 30D | -13.4% | -3.4% | -10.0% | -15.1% |
| 3M | +1.0% | +3.0% | -1.9% | +1.3% |
| 6M | +100.5% | -3.8% | +104.3% | +99.7% |
| YTD | +168.3% | -8.3% | +176.6% | +163.7% |
| 1Y | +151.8% | -9.7% | +161.5% | +149.9% |
| All | +1,022.8% | -11.3% | +1,034.1% | +1,104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling