+1,022.8%
NBIS vs WDC
+791.7%
+231.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.4% | +0.7% |
| 7D | -0.8% | -4.3% | +3.5% | +2.7% |
| 30D | -13.4% | -1.5% | -11.9% | -12.8% |
| 3M | +1.0% | -15.5% | +16.5% | +15.3% |
| 6M | +100.5% | +66.5% | +34.0% | +38.0% |
| YTD | +168.3% | +159.9% | +8.4% | +28.2% |
| 1Y | +151.8% | +366.0% | -214.2% | -30.8% |
| All | +1,022.8% | +791.7% | +231.0% | +65.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling