+1,022.8%
NBIS vs AEM
+135.6%
+887.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.4% | -2.2% |
| 7D | -0.8% | -2.1% | +1.3% | -0.1% |
| 30D | -13.4% | +8.4% | -21.8% | -16.1% |
| 3M | +1.0% | +27.3% | -26.2% | -7.8% |
| 6M | +100.5% | -9.7% | +110.2% | +99.3% |
| YTD | +168.3% | +19.0% | +149.3% | +152.0% |
| 1Y | +151.8% | +31.5% | +120.3% | +137.7% |
| All | +1,022.8% | +135.6% | +887.2% | +721.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling