+28.0%
NBIS vs WSM
+44.0%
-16.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +6.5% | -13.1% | -9.2% |
| 7D | -22.4% | +8.0% | -30.4% | -25.1% |
| 30D | -39.1% | +13.5% | -52.6% | -42.8% |
| 3M | -37.3% | +8.8% | -46.2% | -40.2% |
| 6M | -19.8% | +54.7% | -74.5% | -41.0% |
| YTD | +69.1% | +53.3% | +15.8% | +25.3% |
| 1Y | +28.0% | +41.1% | -13.1% | +1.5% |
| All | +28.0% | +44.0% | -16.0% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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