+248.8%
NBIS vs AEM
+40.5%
+208.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.2% | +8.6% | +8.0% |
| 7D | +8.2% | -0.5% | +8.7% | +8.4% |
| 30D | +3.4% | +24.0% | -20.6% | -7.7% |
| 3M | -12.8% | +16.1% | -28.9% | -20.5% |
| 6M | +131.5% | -11.6% | +143.1% | +135.0% |
| YTD | +170.5% | +21.5% | +148.9% | +135.5% |
| 1Y | +248.8% | +39.2% | +209.6% | +326.9% |
| All | +248.8% | +40.5% | +208.3% | +326.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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