+1,119.4%
NBIS vs AMT
-16.9%
+1,136.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.1% | +7.8% | +7.7% |
| 7D | +22.2% | -0.2% | +22.4% | +22.1% |
| 30D | +29.7% | +1.8% | +27.9% | +31.4% |
| 3M | +11.9% | -6.2% | +18.1% | +11.7% |
| 6M | +173.0% | -5.0% | +178.0% | +175.1% |
| YTD | +191.4% | +2.1% | +189.3% | +207.0% |
| 1Y | +280.7% | -5.7% | +286.4% | +282.7% |
| All | +1,119.4% | -16.9% | +1,136.3% | +1,131.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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