+1,040.6%
NBIS vs WDC
+819.2%
+221.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.4% | -0.7% | -1.7% |
| 7D | +8.3% | +4.4% | +3.9% | +5.0% |
| 30D | +18.1% | +5.3% | +12.8% | +13.7% |
| 3M | +7.8% | -5.9% | +13.7% | +13.8% |
| 6M | +136.6% | +73.2% | +63.3% | +58.1% |
| YTD | +172.5% | +167.8% | +4.7% | +27.3% |
| 1Y | +144.3% | +386.0% | -241.7% | -35.2% |
| All | +1,040.6% | +819.2% | +221.4% | +64.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling