+136.6%
NBIS vs AGG
-2.3%
+138.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -3.2% |
| 7D | +8.3% | -0.9% | +9.2% | +11.3% |
| 30D | +18.1% | -1.0% | +19.0% | +21.7% |
| 3M | +7.8% | -1.3% | +9.0% | +12.0% |
| 6M | +136.6% | -2.1% | +138.6% | +152.6% |
| All | +136.6% | -2.3% | +138.9% | +152.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 6mo: compounded portfolio wealth divided by compounded AGG 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…
6mo analysis · Full analysis span regression · 6 months rolling