+248.8%
NBIS vs AHR
+33.1%
+215.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.9% | +9.3% | +6.7% |
| 7D | +8.2% | -1.5% | +9.7% | +7.7% |
| 30D | +3.4% | -1.4% | +4.8% | +3.2% |
| 3M | -12.8% | +18.6% | -31.4% | -13.0% |
| 6M | +131.5% | +6.6% | +125.0% | +134.9% |
| YTD | +170.5% | +17.5% | +153.0% | +159.8% |
| 1Y | +248.8% | +30.9% | +217.9% | +261.0% |
| All | +248.8% | +33.1% | +215.7% | +261.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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