+1,040.6%
NBIS vs AME
+39.4%
+1,001.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.2% | -4.1% |
| 7D | +8.3% | 0.0% | +8.3% | +8.4% |
| 30D | +18.1% | -8.6% | +26.7% | +31.7% |
| 3M | +7.8% | +5.8% | +2.0% | +5.4% |
| 6M | +136.6% | +3.8% | +132.7% | +133.8% |
| YTD | +172.5% | +14.4% | +158.1% | +142.5% |
| 1Y | +144.3% | +25.8% | +118.5% | +95.9% |
| All | +1,040.6% | +39.4% | +1,001.2% | +771.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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