+280.7%
NBIS vs ADVB
+10.9%
+269.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.8% | +11.5% | +7.7% |
| 7D | +22.2% | -14.0% | +36.2% | +22.3% |
| 30D | +29.7% | +41.0% | -11.2% | +29.6% |
| 3M | +11.9% | +127.9% | -116.0% | +7.6% |
| 6M | +173.0% | +101.3% | +71.7% | +159.7% |
| YTD | +191.4% | +53.8% | +137.6% | +178.0% |
| 1Y | +280.7% | +4.4% | +276.3% | +273.4% |
| All | +280.7% | +10.9% | +269.8% | +273.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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