+1,101.8%
NBIS vs ACI
-33.3%
+1,135.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +0.9% | -2.7% |
| 7D | +17.8% | -5.0% | +22.8% | +14.8% |
| 30D | +30.5% | -2.3% | +32.9% | +29.6% |
| 3M | +9.2% | -23.2% | +32.4% | +0.3% |
| 6M | +153.2% | -29.5% | +182.6% | +127.0% |
| YTD | +187.1% | -28.6% | +215.7% | +158.8% |
| 1Y | +151.1% | -34.0% | +185.1% | +122.1% |
| All | +1,101.8% | -33.3% | +1,135.0% | +938.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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