+1,119.4%
NBIS vs AMDL
+312.2%
+807.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +11.7% | -4.0% | +3.4% |
| 7D | +22.2% | +19.9% | +2.3% | +14.3% |
| 30D | +29.7% | +6.3% | +23.5% | +27.4% |
| 3M | +11.9% | -9.9% | +21.8% | +14.0% |
| 6M | +173.0% | +394.3% | -221.3% | +33.2% |
| YTD | +191.4% | +257.3% | -65.9% | +53.5% |
| 1Y | +280.7% | +508.5% | -227.8% | +42.5% |
| All | +1,119.4% | +312.2% | +807.2% | +534.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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