+547.5%
NBIS vs AMAT
+81.6%
+465.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +4.2% | +3.4% | +3.5% |
| 7D | -16.0% | -14.7% | -1.3% | -1.2% |
| 30D | -45.4% | -36.1% | -9.3% | -15.1% |
| 3M | -31.8% | -36.9% | +5.1% | +6.8% |
| 6M | -33.6% | -22.2% | -11.4% | -15.4% |
| YTD | +54.7% | +29.9% | +24.8% | +17.9% |
| 1Y | +18.3% | +43.3% | -24.9% | -18.2% |
| All | +547.5% | +81.6% | +465.9% | +243.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMAT.
Daily Out/Under-Performance
Portfolio return minus AMAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMAT 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 5y: compounded portfolio wealth divided by compounded AMAT 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…
5y analysis · Full analysis span regression · 6 months rolling