+151.8%
NBIS vs AGI
+9.2%
+142.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.8% |
| 7D | -0.8% | -2.7% | +1.9% | +0.1% |
| 30D | -13.4% | +7.2% | -20.6% | -15.8% |
| 3M | +1.0% | +4.3% | -3.2% | -1.5% |
| 6M | +100.5% | -27.1% | +127.6% | +120.6% |
| YTD | +168.3% | -6.6% | +174.9% | +155.6% |
| 1Y | +151.8% | +9.5% | +142.2% | +131.9% |
| All | +151.8% | +9.2% | +142.5% | +131.9% |
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