+380.4%
NBIS vs AMRZ
-20.3%
+400.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.3% | -3.8% | -4.9% |
| 7D | +8.3% | -8.1% | +16.4% | +9.5% |
| 30D | +18.1% | -14.8% | +32.9% | +20.5% |
| 3M | +7.8% | -19.7% | +27.5% | +11.2% |
| 6M | +136.6% | -30.8% | +167.4% | +150.7% |
| YTD | +172.5% | -24.3% | +196.8% | +189.9% |
| 1Y | +144.3% | -24.0% | +168.3% | +148.1% |
| All | +380.4% | -20.3% | +400.7% | +412.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 5y: compounded portfolio wealth divided by compounded AMRZ 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…
5y analysis · Full analysis span regression · 6 months rolling