+39.3%
AAPL vs NBIS
+1,496.3%
-1,457.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.1% | +8.7% | +3.7% |
| 7D | -0.5% | +8.3% | -8.8% | -0.7% |
| 30D | +7.1% | +18.1% | -10.9% | +6.3% |
| 3M | +12.1% | +7.8% | +4.3% | +10.9% |
| 6M | +25.4% | +136.6% | -111.1% | +18.5% |
| YTD | +20.5% | +172.5% | -152.1% | +12.5% |
| 1Y | +44.5% | +144.3% | -99.7% | +34.9% |
| All | +39.3% | +1,496.3% | -1,457.0% | +10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling