+383.2%
NBIS vs ADVB
-97.5%
+480.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +4.2% | +3.4% | +7.4% |
| 7D | -16.0% | -13.9% | -2.1% | -15.4% |
| 30D | -45.4% | -68.1% | +22.7% | -43.4% |
| 3M | -31.8% | -73.4% | +41.6% | -29.2% |
| 6M | -33.6% | -70.8% | +37.2% | -33.5% |
| YTD | +54.7% | -66.1% | +120.8% | +50.1% |
| 1Y | +18.3% | -77.5% | +95.8% | +17.4% |
| All | +383.2% | -97.5% | +480.7% | +502.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling