+1,022.8%
NBIS vs AHR
+122.8%
+900.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.6% |
| 7D | -0.8% | -2.1% | +1.3% | -0.8% |
| 30D | -13.4% | +1.9% | -15.3% | -13.4% |
| 3M | +1.0% | +15.7% | -14.6% | -3.4% |
| 6M | +100.5% | +2.5% | +98.0% | +97.8% |
| YTD | +168.3% | +15.0% | +153.2% | +152.3% |
| 1Y | +151.8% | +28.1% | +123.7% | +129.7% |
| All | +1,022.8% | +122.8% | +900.0% | +789.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling