+1,022.8%
NBIS vs AEE
+24.8%
+997.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.6% |
| 7D | -0.8% | -0.8% | 0.0% | -1.3% |
| 30D | -13.4% | -2.9% | -10.4% | -14.8% |
| 3M | +1.0% | -2.4% | +3.4% | -0.5% |
| 6M | +100.5% | -2.7% | +103.2% | +98.4% |
| YTD | +168.3% | +7.3% | +161.0% | +176.4% |
| 1Y | +151.8% | +7.5% | +144.2% | +159.8% |
| All | +1,022.8% | +24.8% | +997.9% | +1,145.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling