+1,101.8%
NBIS vs XYZ
+6.5%
+1,095.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -0.9% |
| 7D | +17.8% | -3.7% | +21.5% | +20.2% |
| 30D | +30.5% | +0.5% | +30.0% | +29.2% |
| 3M | +9.2% | +16.3% | -7.1% | -2.0% |
| 6M | +153.2% | +21.1% | +132.0% | +117.2% |
| YTD | +187.1% | +22.0% | +165.2% | +140.5% |
| 1Y | +151.1% | +5.2% | +145.9% | +133.5% |
| All | +1,101.8% | +6.5% | +1,095.3% | +1,073.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 all: compounded portfolio wealth divided by compounded XYZ 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…
all analysis · Full analysis span regression · 6 months rolling