+248.8%
NBIS vs WDC
+441.9%
-193.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +5.9% | +1.6% | +3.3% |
| 7D | +8.2% | +1.7% | +6.5% | +6.9% |
| 30D | +3.4% | -10.0% | +13.3% | +11.5% |
| 3M | -12.8% | -18.8% | +5.9% | +0.8% |
| 6M | +131.5% | +79.0% | +52.5% | +68.3% |
| YTD | +170.5% | +171.6% | -1.1% | +55.6% |
| 1Y | +248.8% | +417.4% | -168.6% | +72.4% |
| All | +248.8% | +441.9% | -193.2% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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