+479.4%
NBIS vs AMIX
-99.4%
+578.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +1.1% | -11.0% | -9.9% |
| 7D | -10.5% | -9.9% | -0.6% | -10.4% |
| 30D | -37.7% | -52.8% | +15.1% | -36.9% |
| 3M | -54.6% | -80.0% | +25.5% | -53.4% |
| 6M | -44.1% | -80.2% | +36.1% | -43.7% |
| YTD | +38.4% | -88.1% | +126.6% | +42.7% |
| 1Y | +30.7% | -91.1% | +121.8% | +35.3% |
| All | +479.4% | -99.4% | +578.8% | +537.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling