+1,101.8%
NBIS vs WMT
+32.7%
+1,069.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.5% |
| 7D | +17.8% | -0.2% | +18.0% | +17.7% |
| 30D | +30.5% | -5.8% | +36.4% | +30.0% |
| 3M | +9.2% | -10.8% | +20.0% | +8.6% |
| 6M | +153.2% | -14.3% | +167.5% | +149.5% |
| YTD | +187.1% | -4.4% | +191.5% | +179.5% |
| 1Y | +151.1% | +4.3% | +146.8% | +141.1% |
| All | +1,101.8% | +32.7% | +1,069.1% | +1,199.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling