+413.6%
NBIS vs AMRZ
-17.3%
+430.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -4.3% | +12.0% | +8.3% |
| 7D | +22.2% | -2.0% | +24.2% | +22.4% |
| 30D | +29.7% | -9.8% | +39.6% | +31.3% |
| 3M | +11.9% | -17.2% | +29.1% | +15.1% |
| 6M | +173.0% | -26.9% | +199.9% | +187.1% |
| YTD | +191.4% | -21.5% | +212.8% | +208.4% |
| 1Y | +280.7% | -22.9% | +303.6% | +278.5% |
| All | +413.6% | -17.3% | +430.9% | +445.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling