+248.8%
NBIS vs WMB
+31.9%
+216.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.1% | +7.3% | +7.5% |
| 7D | +8.2% | +0.6% | +7.7% | +8.1% |
| 30D | +3.4% | +3.3% | +0.1% | +3.4% |
| 3M | -12.8% | +3.1% | -15.9% | -13.4% |
| 6M | +131.5% | -0.7% | +132.2% | +131.2% |
| YTD | +170.5% | +25.2% | +145.3% | +159.0% |
| 1Y | +248.8% | +32.9% | +215.9% | +207.7% |
| All | +248.8% | +31.9% | +216.9% | +207.7% |
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