+248.8%
NBIS vs AEIS
+93.3%
+155.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.4% | +5.1% | +5.6% |
| 7D | +8.2% | +3.0% | +5.3% | +5.9% |
| 30D | +3.4% | -14.6% | +18.0% | +17.4% |
| 3M | -12.8% | -12.4% | -0.4% | -2.7% |
| 6M | +131.5% | -15.0% | +146.5% | +154.8% |
| YTD | +170.5% | +34.3% | +136.2% | +112.9% |
| 1Y | +248.8% | +87.4% | +161.4% | +184.1% |
| All | +248.8% | +93.3% | +155.4% | +184.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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