+1,119.4%
NBIS vs WDC
+851.8%
+267.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.1% | +5.6% | +6.1% |
| 7D | +22.2% | +6.0% | +16.2% | +17.0% |
| 30D | +29.7% | +9.9% | +19.8% | +20.8% |
| 3M | +11.9% | -9.4% | +21.3% | +20.9% |
| 6M | +173.0% | +94.7% | +78.3% | +67.3% |
| YTD | +191.4% | +177.4% | +14.0% | +32.5% |
| 1Y | +280.7% | +412.6% | -131.9% | -3.1% |
| All | +1,119.4% | +851.8% | +267.6% | +71.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling