+479.4%
NBIS vs WMB
+40.6%
+438.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.5% | -9.4% | -9.5% |
| 7D | -10.5% | +7.8% | -18.3% | -16.4% |
| 30D | -37.7% | -5.1% | -32.6% | -34.4% |
| 3M | -54.6% | -4.7% | -49.8% | -52.3% |
| 6M | -44.1% | -7.4% | -36.7% | -40.5% |
| YTD | +38.4% | +17.5% | +21.0% | +10.7% |
| 1Y | +30.7% | +19.5% | +11.3% | +1.8% |
| All | +479.4% | +40.6% | +438.8% | +313.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling