+28.0%
NBIS vs WFC
+2.7%
+25.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.2% | -8.9% | -8.0% |
| 7D | -22.4% | +4.5% | -26.9% | -24.6% |
| 30D | -39.1% | +7.4% | -46.5% | -42.2% |
| 3M | -37.3% | -0.5% | -36.8% | -36.9% |
| 6M | -19.8% | +11.7% | -31.5% | -24.2% |
| YTD | +69.1% | -4.6% | +73.7% | +89.2% |
| 1Y | +28.0% | +2.5% | +25.5% | +26.1% |
| All | +28.0% | +2.7% | +25.3% | +26.1% |
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