+28.0%
NBIS vs Z
-54.2%
+82.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +9.4% | -16.1% | -6.1% |
| 7D | -22.4% | +10.2% | -32.6% | -21.9% |
| 30D | -39.1% | +23.7% | -62.8% | -39.0% |
| 3M | -37.3% | -6.6% | -30.7% | -36.0% |
| 6M | -19.8% | -23.0% | +3.2% | -10.0% |
| YTD | +69.1% | -50.3% | +119.4% | +128.1% |
| 1Y | +28.0% | -53.6% | +81.6% | +80.6% |
| All | +28.0% | -54.2% | +82.2% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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