+151.8%
NBIS vs Z
-62.2%
+213.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.0% | -5.6% | -1.6% |
| 7D | -0.8% | -6.0% | +5.2% | -0.7% |
| 30D | -13.4% | -2.3% | -11.1% | -13.7% |
| 3M | +1.0% | -0.6% | +1.7% | +0.9% |
| 6M | +100.5% | -27.6% | +128.1% | +117.3% |
| YTD | +168.3% | -52.4% | +220.6% | +220.4% |
| 1Y | +151.8% | -63.6% | +215.4% | +203.8% |
| All | +151.8% | -62.2% | +213.9% | +203.8% |
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