+29.9%
AAPL vs NBIS
+26.0%
+3.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -6.7% | +12.0% | +5.2% |
| 7D | +1.7% | -22.4% | +24.0% | +1.3% |
| 30D | +5.0% | -39.1% | +44.1% | +4.3% |
| 3M | +13.1% | -37.3% | +50.4% | +12.5% |
| 6M | +26.5% | -19.8% | +46.3% | +24.9% |
| YTD | +28.9% | +69.1% | -40.2% | +24.9% |
| 1Y | +29.9% | +28.0% | +1.9% | +26.5% |
| All | +29.9% | +26.0% | +3.9% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIS.
Daily Out/Under-Performance
Portfolio return minus NBIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIS 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 NBIS 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