+570.0%
NBIS vs WST
+42.6%
+527.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.1% | -5.1% | -5.3% |
| 7D | -11.6% | +1.4% | -13.0% | -11.7% |
| 30D | -39.4% | +12.7% | -52.1% | -40.1% |
| 3M | -27.2% | +17.2% | -44.4% | -28.4% |
| 6M | -24.3% | +26.7% | -51.0% | -25.9% |
| YTD | +60.1% | +50.3% | +9.8% | +52.7% |
| 1Y | +21.9% | +50.2% | -28.4% | +16.2% |
| All | +570.0% | +42.6% | +527.4% | +520.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling