+479.4%
NBIS vs AG
+77.7%
+401.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -2.4% | -7.5% | -9.1% |
| 7D | -10.5% | -10.0% | -0.6% | -6.8% |
| 30D | -37.7% | -10.5% | -27.2% | -34.8% |
| 3M | -54.6% | -27.3% | -27.3% | -49.5% |
| 6M | -44.1% | -43.0% | -1.1% | -34.2% |
| YTD | +38.4% | -17.9% | +56.3% | +44.4% |
| 1Y | +30.7% | +11.9% | +18.8% | +25.8% |
| All | +479.4% | +77.7% | +401.7% | +342.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling