+36.3%
NBIS vs WST
+49.0%
-12.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -0.4% | -16.5% | -16.6% |
| 7D | +6.9% | +4.9% | +2.0% | +4.6% |
| 30D | -37.8% | +10.7% | -48.5% | -40.2% |
| 3M | -50.4% | +16.8% | -67.2% | -53.6% |
| 6M | -28.2% | +32.0% | -60.1% | -36.2% |
| YTD | +53.7% | +49.9% | +3.8% | +15.6% |
| 1Y | +36.3% | +50.6% | -14.3% | +2.5% |
| All | +36.3% | +49.0% | -12.7% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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