+248.8%
NBIS vs WFC
+13.8%
+234.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.9% | +6.6% | +6.8% |
| 7D | +8.2% | +3.8% | +4.4% | +5.1% |
| 30D | +3.4% | +1.5% | +1.9% | +2.7% |
| 3M | -12.8% | +10.9% | -23.7% | -18.0% |
| 6M | +131.5% | +8.4% | +123.1% | +121.5% |
| YTD | +170.5% | -1.9% | +172.3% | +187.8% |
| 1Y | +248.8% | +12.3% | +236.4% | +257.5% |
| All | +248.8% | +13.8% | +234.9% | +257.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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