+1,040.6%
NBIS vs Z
-50.8%
+1,091.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.8% | -2.3% | -4.2% |
| 7D | +8.3% | -11.6% | +19.9% | +12.2% |
| 30D | +18.1% | -8.5% | +26.5% | +19.7% |
| 3M | +7.8% | -7.9% | +15.7% | +7.8% |
| 6M | +136.6% | -29.1% | +165.6% | +165.0% |
| YTD | +172.5% | -54.2% | +226.7% | +280.7% |
| 1Y | +144.3% | -63.5% | +207.8% | +282.5% |
| All | +1,040.6% | -50.8% | +1,091.4% | +1,389.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling