+28.0%
NBIS vs WDC
+114.4%
-86.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.8% | +0.1% | -1.7% |
| 7D | -22.4% | -18.3% | -4.1% | -9.7% |
| 30D | -39.1% | -26.7% | -12.5% | -23.7% |
| 3M | -37.3% | -40.9% | +3.6% | -9.5% |
| 6M | -19.8% | -26.8% | +7.0% | +1.3% |
| YTD | +69.1% | +88.2% | -19.1% | +15.5% |
| 1Y | +28.0% | +113.2% | -85.2% | -19.6% |
| All | +28.0% | +114.4% | -86.3% | -19.6% |
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