+1,022.8%
NBIS vs WWD
+105.4%
+917.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -2.9% | -2.7% |
| 7D | -0.8% | -2.6% | +1.8% | +1.2% |
| 30D | -13.4% | -6.9% | -6.4% | -7.8% |
| 3M | +1.0% | -13.0% | +14.1% | +14.2% |
| 6M | +100.5% | -12.5% | +113.0% | +122.4% |
| YTD | +168.3% | +11.8% | +156.4% | +135.6% |
| 1Y | +151.8% | +41.1% | +110.7% | +71.6% |
| All | +1,022.8% | +105.4% | +917.4% | +360.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling