+1,101.8%
NBIS vs WST
+16.5%
+1,085.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +17.8% | -1.7% | +19.4% | +18.0% |
| 30D | +30.5% | -4.3% | +34.9% | +31.2% |
| 3M | +9.2% | +0.7% | +8.4% | +9.3% |
| 6M | +153.2% | +36.0% | +117.1% | +146.5% |
| YTD | +187.1% | +22.7% | +164.4% | +179.5% |
| 1Y | +151.1% | +34.1% | +117.0% | +144.0% |
| All | +1,101.8% | +16.5% | +1,085.3% | +1,035.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling