+151.8%
NBIS vs AA
+56.9%
+94.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.5% |
| 7D | -0.8% | -3.4% | +2.6% | +1.0% |
| 30D | -13.4% | -5.8% | -7.6% | -10.9% |
| 3M | +1.0% | -29.9% | +30.9% | +16.9% |
| 6M | +100.5% | -27.0% | +127.5% | +122.5% |
| YTD | +168.3% | -8.7% | +177.0% | +158.7% |
| 1Y | +151.8% | +50.6% | +101.1% | +112.7% |
| All | +151.8% | +56.9% | +94.9% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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