+248.8%
NBIS vs WY
-5.4%
+254.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.1% | +7.6% | +7.4% |
| 7D | +8.2% | -2.6% | +10.9% | +5.7% |
| 30D | +3.4% | -10.9% | +14.3% | -6.4% |
| 3M | -12.8% | -6.0% | -6.8% | -15.3% |
| 6M | +131.5% | -5.6% | +137.2% | +128.2% |
| YTD | +170.5% | -1.1% | +171.6% | +174.9% |
| 1Y | +248.8% | -7.5% | +256.2% | +211.1% |
| All | +248.8% | -5.4% | +254.2% | +211.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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