+248.8%
NBIS vs WPM
+53.7%
+195.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.1% | +8.5% | +8.0% |
| 7D | +8.2% | +1.1% | +7.2% | +7.6% |
| 30D | +3.4% | +26.4% | -23.0% | -8.7% |
| 3M | -12.8% | +20.8% | -33.6% | -22.1% |
| 6M | +131.5% | +1.1% | +130.4% | +120.6% |
| YTD | +170.5% | +32.5% | +138.0% | +135.1% |
| 1Y | +248.8% | +51.5% | +197.2% | +271.3% |
| All | +248.8% | +53.7% | +195.0% | +271.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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