+1,101.8%
NBIS vs AEE
+26.4%
+1,075.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.7% |
| 7D | +17.8% | +1.1% | +16.7% | +18.4% |
| 30D | +30.5% | 0.0% | +30.5% | +30.4% |
| 3M | +9.2% | -0.9% | +10.1% | +8.5% |
| 6M | +153.2% | -2.4% | +155.6% | +151.6% |
| YTD | +187.1% | +8.6% | +178.5% | +197.9% |
| 1Y | +151.1% | +10.2% | +140.9% | +162.1% |
| All | +1,101.8% | +26.4% | +1,075.3% | +1,242.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling