+1,119.4%
NBIS vs AMIX
-97.9%
+1,217.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.2% | +7.9% | +7.7% |
| 7D | +22.2% | -3.4% | +25.6% | +22.3% |
| 30D | +29.7% | -54.4% | +84.1% | +31.1% |
| 3M | +11.9% | -45.7% | +57.6% | +12.1% |
| 6M | +173.0% | -49.2% | +222.2% | +173.6% |
| YTD | +191.4% | -60.3% | +251.7% | +194.5% |
| 1Y | +280.7% | -81.4% | +362.1% | +294.6% |
| All | +1,119.4% | -97.9% | +1,217.3% | +1,214.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling