+41.7%
AAPL vs NBIS
+1,471.4%
-1,429.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +1.8% |
| 7D | +3.8% | -0.8% | +4.7% | +3.8% |
| 30D | +9.9% | -13.4% | +23.3% | +10.3% |
| 3M | +12.5% | +1.0% | +11.5% | +11.5% |
| 6M | +27.6% | +100.5% | -72.9% | +21.6% |
| YTD | +22.6% | +168.3% | -145.7% | +14.5% |
| 1Y | +45.0% | +151.8% | -106.8% | +35.0% |
| All | +41.7% | +1,471.4% | -1,429.7% | +12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling