+1,119.4%
NBIS vs AEIS
+164.0%
+955.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.8% | +4.9% | +5.2% |
| 7D | +22.2% | +8.1% | +14.1% | +14.0% |
| 30D | +29.7% | -11.1% | +40.9% | +45.0% |
| 3M | +11.9% | -5.6% | +17.5% | +18.3% |
| 6M | +173.0% | -0.6% | +173.7% | +161.0% |
| YTD | +191.4% | +38.0% | +153.3% | +92.6% |
| 1Y | +280.7% | +87.2% | +193.5% | +76.5% |
| All | +1,119.4% | +164.0% | +955.4% | +337.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling