+248.8%
NBIS vs AEP
+16.1%
+232.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.2% | +7.7% | +7.4% |
| 7D | +8.2% | +1.8% | +6.4% | +8.8% |
| 30D | +3.4% | -0.8% | +4.2% | +2.9% |
| 3M | -12.8% | -1.8% | -11.0% | -13.5% |
| 6M | +131.5% | -5.4% | +136.9% | +128.4% |
| YTD | +170.5% | +10.4% | +160.0% | +151.0% |
| 1Y | +248.8% | +18.2% | +230.6% | +171.1% |
| All | +248.8% | +16.1% | +232.7% | +171.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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