+479.4%
NBIS vs WM
+18.3%
+461.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.1% | -9.8% | -10.0% |
| 7D | -10.5% | +3.2% | -13.7% | -7.5% |
| 30D | -37.7% | +13.0% | -50.7% | -29.0% |
| 3M | -54.6% | +9.2% | -63.8% | -49.3% |
| 6M | -44.1% | +13.6% | -57.7% | -36.2% |
| YTD | +38.4% | +12.4% | +26.0% | +57.7% |
| 1Y | +30.7% | +21.2% | +9.5% | +50.2% |
| All | +479.4% | +18.3% | +461.1% | +560.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 3y: compounded portfolio wealth divided by compounded WM 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…
3y analysis · Full analysis span regression · 6 months rolling