+1,119.4%
NBIS vs AMC
-41.0%
+1,160.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.4% | +11.1% | +8.4% |
| 7D | +22.2% | -0.8% | +23.0% | +22.3% |
| 30D | +29.7% | -1.2% | +30.9% | +29.7% |
| 3M | +11.9% | +42.2% | -30.4% | -1.6% |
| 6M | +173.0% | +118.8% | +54.2% | +110.1% |
| YTD | +191.4% | +64.1% | +127.3% | +143.2% |
| 1Y | +280.7% | -9.5% | +290.2% | +279.4% |
| All | +1,119.4% | -41.0% | +1,160.4% | +942.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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