+1,022.8%
NBIS vs AON
-14.1%
+1,036.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -2.5% |
| 7D | -0.8% | -6.3% | +5.5% | -4.2% |
| 30D | -13.4% | -14.1% | +0.7% | -19.8% |
| 3M | +1.0% | -9.5% | +10.5% | -3.2% |
| 6M | +100.5% | -4.0% | +104.5% | +95.2% |
| YTD | +168.3% | -13.8% | +182.1% | +156.6% |
| 1Y | +151.8% | -18.3% | +170.1% | +141.2% |
| All | +1,022.8% | -14.1% | +1,036.8% | +937.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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