+1,119.4%
NBIS vs WST
+16.8%
+1,102.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.7% | +8.4% | +7.8% |
| 7D | +22.2% | -0.3% | +22.5% | +22.2% |
| 30D | +29.7% | -4.6% | +34.4% | +30.4% |
| 3M | +11.9% | +5.7% | +6.2% | +11.5% |
| 6M | +173.0% | +37.6% | +135.4% | +165.6% |
| YTD | +191.4% | +23.0% | +168.3% | +183.5% |
| 1Y | +280.7% | +33.8% | +246.9% | +269.8% |
| All | +1,119.4% | +16.8% | +1,102.6% | +1,051.8% |
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