+28.0%
NBIS vs AEE
+13.9%
+14.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.5% | -9.1% | -4.7% |
| 7D | -22.4% | +4.7% | -27.1% | -19.3% |
| 30D | -39.1% | +13.4% | -52.6% | -33.3% |
| 3M | -37.3% | +4.1% | -41.4% | -35.6% |
| 6M | -19.8% | +2.0% | -21.8% | -17.1% |
| YTD | +69.1% | +15.6% | +53.4% | +82.3% |
| 1Y | +28.0% | +14.1% | +13.9% | +37.8% |
| All | +28.0% | +13.9% | +14.1% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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