+248.8%
NBIS vs AGI
+17.6%
+231.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.9% | +9.4% | +8.1% |
| 7D | +8.2% | +0.6% | +7.6% | +7.9% |
| 30D | +3.4% | +18.2% | -14.8% | -2.8% |
| 3M | -12.8% | -4.1% | -8.7% | -12.2% |
| 6M | +131.5% | -28.7% | +160.2% | +155.3% |
| YTD | +170.5% | -4.0% | +174.4% | +158.4% |
| 1Y | +248.8% | +17.4% | +231.4% | +249.8% |
| All | +248.8% | +17.6% | +231.2% | +249.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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