+1,022.8%
NBIS vs WPM
+130.7%
+892.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.6% | -2.3% |
| 7D | -0.8% | -0.6% | -0.3% | -0.6% |
| 30D | -13.4% | +14.4% | -27.8% | -17.9% |
| 3M | +1.0% | +37.0% | -35.9% | -11.0% |
| 6M | +100.5% | +4.1% | +96.4% | +90.7% |
| YTD | +168.3% | +31.7% | +136.5% | +143.8% |
| 1Y | +151.8% | +44.2% | +107.6% | +126.6% |
| All | +1,022.8% | +130.7% | +892.1% | +671.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling