+1,031.9%
NBIS vs AMIX
-97.9%
+1,129.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.9% | +9.4% | +7.5% |
| 7D | +8.2% | -13.7% | +21.9% | +8.5% |
| 30D | +3.4% | -62.1% | +65.4% | +4.7% |
| 3M | -12.8% | -46.2% | +33.3% | -12.6% |
| 6M | +131.5% | -46.4% | +178.0% | +131.3% |
| YTD | +170.5% | -60.3% | +230.7% | +173.4% |
| 1Y | +248.8% | -79.7% | +328.4% | +260.5% |
| All | +1,031.9% | -97.9% | +1,129.9% | +1,120.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling