+1,101.8%
NBIS vs WMB
+51.8%
+1,049.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -0.7% |
| 7D | +17.8% | 0.0% | +17.8% | +17.8% |
| 30D | +30.5% | +4.6% | +26.0% | +26.1% |
| 3M | +9.2% | +5.7% | +3.4% | +2.6% |
| 6M | +153.2% | +4.2% | +149.0% | +137.7% |
| YTD | +187.1% | +26.8% | +160.3% | +113.1% |
| 1Y | +151.1% | +34.7% | +116.4% | +65.9% |
| All | +1,101.8% | +51.8% | +1,049.9% | +695.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling