+1,101.8%
NBIS vs Z
-49.4%
+1,151.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.8% | -1.2% |
| 7D | +17.8% | -7.1% | +24.8% | +20.1% |
| 30D | +30.5% | -4.8% | +35.3% | +30.6% |
| 3M | +9.2% | -9.3% | +18.5% | +10.6% |
| 6M | +153.2% | -29.0% | +182.1% | +184.9% |
| YTD | +187.1% | -52.9% | +240.0% | +297.6% |
| 1Y | +151.1% | -63.1% | +214.2% | +294.2% |
| All | +1,101.8% | -49.4% | +1,151.2% | +1,455.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling