+28.0%
NBIS vs WMT
+27.5%
+0.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.5% | -10.1% | -4.1% |
| 7D | -22.4% | +8.8% | -31.1% | -17.2% |
| 30D | -39.1% | +22.9% | -62.1% | -30.2% |
| 3M | -37.3% | +16.1% | -53.4% | -29.5% |
| 6M | -19.8% | -0.5% | -19.3% | -15.1% |
| YTD | +69.1% | +16.7% | +52.4% | +92.6% |
| 1Y | +28.0% | +27.4% | +0.7% | +65.3% |
| All | +28.0% | +27.5% | +0.5% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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