+151.8%
NBIS vs AEP
+17.4%
+134.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.4% | -1.6% |
| 7D | -0.8% | -0.9% | +0.1% | -1.2% |
| 30D | -13.4% | -1.1% | -12.3% | -13.7% |
| 3M | +1.0% | -3.3% | +4.3% | -0.5% |
| 6M | +100.5% | -4.6% | +105.1% | +95.5% |
| YTD | +168.3% | +9.4% | +158.9% | +155.6% |
| 1Y | +151.8% | +16.9% | +134.8% | +147.5% |
| All | +151.8% | +17.4% | +134.4% | +147.5% |
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