+1,040.6%
NBIS vs AA
+17.9%
+1,022.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.8% | -0.3% | -2.3% |
| 7D | +8.3% | -5.4% | +13.7% | +11.8% |
| 30D | +18.1% | -10.7% | +28.7% | +24.6% |
| 3M | +7.8% | -26.2% | +33.9% | +25.8% |
| 6M | +136.6% | -20.9% | +157.5% | +157.1% |
| YTD | +172.5% | -8.6% | +181.2% | +168.6% |
| 1Y | +144.3% | +57.4% | +86.9% | +66.9% |
| All | +1,040.6% | +17.9% | +1,022.7% | +684.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling