+543.2%
NBIS vs APD
+0.7%
+542.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | +0.3% | -17.2% | -16.9% |
| 7D | +6.9% | +2.2% | +4.7% | +6.4% |
| 30D | -37.8% | +9.4% | -47.2% | -38.9% |
| 3M | -50.4% | +4.7% | -55.0% | -50.8% |
| 6M | -28.2% | +5.5% | -33.7% | -29.4% |
| YTD | +53.7% | +31.4% | +22.3% | +37.3% |
| 1Y | +36.3% | +24.1% | +12.2% | +24.9% |
| All | +543.2% | +0.7% | +542.5% | +585.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling