+1,022.8%
NBIS vs AMGN
+25.2%
+997.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.2% | -1.8% |
| 7D | -0.8% | -13.7% | +12.9% | -3.4% |
| 30D | -13.4% | -8.8% | -4.6% | -14.9% |
| 3M | +1.0% | +7.2% | -6.2% | +1.2% |
| 6M | +100.5% | +1.3% | +99.2% | +101.8% |
| YTD | +168.3% | +17.6% | +150.6% | +171.0% |
| 1Y | +151.8% | +37.2% | +114.6% | +153.7% |
| All | +1,022.8% | +25.2% | +997.6% | +1,139.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 AMGN 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