+1,022.8%
NBIS vs ZCMD
-99.9%
+1,122.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -7.1% | +5.5% | -1.5% |
| 7D | -0.8% | -5.4% | +4.6% | -0.8% |
| 30D | -13.4% | -24.8% | +11.4% | -13.3% |
| 3M | +1.0% | -62.8% | +63.8% | +1.8% |
| 6M | +100.5% | -99.5% | +200.0% | +91.7% |
| YTD | +168.3% | -99.8% | +268.0% | +160.8% |
| 1Y | +151.8% | -99.9% | +251.7% | +150.2% |
| All | +1,022.8% | -99.9% | +1,122.7% | +1,144.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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