+1,022.8%
NBIS vs APD
-7.8%
+1,030.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.4% |
| 7D | -0.8% | -3.3% | +2.5% | -0.1% |
| 30D | -13.4% | -4.2% | -9.2% | -12.6% |
| 3M | +1.0% | +5.4% | -4.4% | -2.5% |
| 6M | +100.5% | +6.3% | +94.2% | +93.2% |
| YTD | +168.3% | +20.3% | +147.9% | +143.6% |
| 1Y | +151.8% | +1.6% | +150.2% | +160.6% |
| All | +1,022.8% | -7.8% | +1,030.5% | +1,116.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling