+1,119.4%
NBIS vs AEP
+33.0%
+1,086.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.7% | +7.0% | +8.4% |
| 7D | +22.2% | +2.0% | +20.2% | +24.2% |
| 30D | +29.7% | +0.5% | +29.2% | +29.9% |
| 3M | +11.9% | -0.3% | +12.2% | +11.6% |
| 6M | +173.0% | -3.5% | +176.5% | +167.9% |
| YTD | +191.4% | +11.3% | +180.1% | +225.0% |
| 1Y | +280.7% | +20.2% | +260.5% | +367.2% |
| All | +1,119.4% | +33.0% | +1,086.4% | +1,901.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling