+479.4%
NBIS vs Z
-53.1%
+532.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +3.5% | -13.4% | -10.8% |
| 7D | -10.5% | +0.8% | -11.4% | -10.6% |
| 30D | -37.7% | +5.2% | -42.9% | -39.0% |
| 3M | -54.6% | -17.0% | -37.5% | -52.7% |
| 6M | -44.1% | -22.7% | -21.4% | -40.2% |
| YTD | +38.4% | -56.3% | +94.8% | +94.2% |
| 1Y | +30.7% | -57.7% | +88.4% | +86.6% |
| All | +479.4% | -53.1% | +532.5% | +660.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling