+248.8%
NBIS vs AG
+125.2%
+123.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.0% | +9.4% | +8.1% |
| 7D | +8.2% | +1.0% | +7.2% | +7.8% |
| 30D | +3.4% | +19.2% | -15.8% | -2.5% |
| 3M | -12.8% | +6.2% | -19.0% | -15.6% |
| 6M | +131.5% | -26.7% | +158.2% | +140.8% |
| YTD | +170.5% | +26.1% | +144.3% | +149.8% |
| 1Y | +248.8% | +131.7% | +117.1% | +305.4% |
| All | +248.8% | +125.2% | +123.6% | +305.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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