+1,040.6%
NBIS vs AAL
-1.0%
+1,041.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -4.8% |
| 7D | +8.3% | -0.9% | +9.2% | +8.7% |
| 30D | +18.1% | -16.0% | +34.0% | +27.5% |
| 3M | +7.8% | -4.2% | +12.0% | +8.8% |
| 6M | +136.6% | +15.7% | +120.9% | +112.2% |
| YTD | +172.5% | -16.2% | +188.7% | +187.4% |
| 1Y | +144.3% | +0.2% | +144.0% | +132.7% |
| All | +1,040.6% | -1.0% | +1,041.6% | +844.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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