+1,119.4%
NBIS vs WFC
+42.5%
+1,076.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.2% | +10.0% | +9.5% |
| 7D | +22.2% | +1.1% | +21.2% | +21.0% |
| 30D | +29.7% | +0.8% | +28.9% | +29.2% |
| 3M | +11.9% | +9.3% | +2.6% | +5.0% |
| 6M | +173.0% | +10.6% | +162.4% | +150.0% |
| YTD | +191.4% | -4.1% | +195.4% | +203.7% |
| 1Y | +280.7% | +13.6% | +267.1% | +245.7% |
| All | +1,119.4% | +42.5% | +1,076.9% | +860.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling