+28.0%
NBIS vs WTW
+8.6%
+19.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.0% | -9.6% | -5.5% |
| 7D | -22.4% | +4.9% | -27.3% | -20.8% |
| 30D | -39.1% | +17.1% | -56.2% | -35.5% |
| 3M | -37.3% | -0.3% | -37.0% | -36.2% |
| 6M | -19.8% | +30.7% | -50.4% | -11.5% |
| YTD | +69.1% | +3.7% | +65.3% | +93.5% |
| 1Y | +28.0% | +5.9% | +22.1% | +45.2% |
| All | +28.0% | +8.6% | +19.4% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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