+28.6%
NBIS vs AMIX
-90.1%
+118.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +11.8% | -2.6% | +9.0% |
| 7D | 0.0% | +1.2% | -1.1% | 0.0% |
| 30D | -36.0% | -45.3% | +9.3% | -35.4% |
| 3M | -24.7% | -83.1% | +58.3% | -23.1% |
| 6M | -20.1% | -76.9% | +56.8% | -12.7% |
| YTD | +69.0% | -85.3% | +154.3% | +88.4% |
| All | +28.6% | -90.1% | +118.8% | +45.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling