+1,040.6%
NBIS vs AEIS
+150.3%
+890.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.1% | -1.0% | -1.3% |
| 7D | +8.3% | -0.2% | +8.5% | +8.8% |
| 30D | +18.1% | -16.4% | +34.5% | +39.6% |
| 3M | +7.8% | -11.1% | +18.9% | +20.4% |
| 6M | +136.6% | -12.0% | +148.6% | +153.9% |
| YTD | +172.5% | +30.9% | +141.6% | +89.3% |
| 1Y | +144.3% | +74.3% | +69.9% | +21.5% |
| All | +1,040.6% | +150.3% | +890.2% | +330.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling