+1,022.8%
NBIS vs AMP
+9.4%
+1,013.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -2.1% |
| 7D | -0.8% | -0.5% | -0.3% | -0.5% |
| 30D | -13.4% | -1.3% | -12.0% | -12.7% |
| 3M | +1.0% | +24.2% | -23.2% | -15.0% |
| 6M | +100.5% | +24.6% | +75.9% | +67.3% |
| YTD | +168.3% | +14.8% | +153.4% | +138.2% |
| 1Y | +151.8% | +12.8% | +139.0% | +126.6% |
| All | +1,022.8% | +9.4% | +1,013.3% | +869.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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