+1,022.8%
NBIS vs AEIS
+162.7%
+860.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.9% | -6.5% | -6.1% |
| 7D | -0.8% | +2.3% | -3.1% | -2.9% |
| 30D | -13.4% | -14.8% | +1.4% | -0.2% |
| 3M | +1.0% | -15.6% | +16.6% | +17.9% |
| 6M | +100.5% | -8.7% | +109.2% | +107.3% |
| YTD | +168.3% | +37.3% | +130.9% | +77.8% |
| 1Y | +151.8% | +80.3% | +71.4% | +21.6% |
| All | +1,022.8% | +162.7% | +860.1% | +304.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling