+1,119.4%
NBIS vs WMB
+53.2%
+1,066.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.3% | +5.5% | +5.8% |
| 7D | +22.2% | +0.8% | +21.4% | +21.4% |
| 30D | +29.7% | +7.7% | +22.0% | +22.2% |
| 3M | +11.9% | +6.7% | +5.2% | +4.3% |
| 6M | +173.0% | +3.6% | +169.4% | +158.0% |
| YTD | +191.4% | +28.0% | +163.4% | +114.5% |
| 1Y | +280.7% | +37.6% | +243.1% | +146.3% |
| All | +1,119.4% | +53.2% | +1,066.2% | +701.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling