+1,022.8%
NBIS vs WEC
+12.7%
+1,010.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.6% |
| 7D | -0.8% | -0.6% | -0.2% | -1.4% |
| 30D | -13.4% | -2.6% | -10.7% | -15.3% |
| 3M | +1.0% | -6.0% | +7.1% | -5.0% |
| 6M | +100.5% | -5.4% | +105.9% | +91.1% |
| YTD | +168.3% | +2.5% | +165.8% | +179.7% |
| 1Y | +151.8% | -0.7% | +152.5% | +155.0% |
| All | +1,022.8% | +12.7% | +1,010.0% | +1,357.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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