+28.0%
NBIS vs WMB
+22.7%
+5.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.4% | -0.3% | -4.3% |
| 7D | -22.4% | -8.6% | -13.8% | -19.7% |
| 30D | -39.1% | -4.2% | -35.0% | -37.5% |
| 3M | -37.3% | -4.4% | -32.9% | -34.9% |
| 6M | -19.8% | -8.7% | -11.1% | -17.2% |
| YTD | +69.1% | +15.4% | +53.7% | +68.6% |
| 1Y | +28.0% | +23.7% | +4.3% | +25.2% |
| All | +28.0% | +22.7% | +5.3% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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