+248.8%
NBIS vs AR
+22.7%
+226.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.7% | +8.2% | +7.4% |
| 7D | +8.2% | +2.5% | +5.7% | +8.5% |
| 30D | +3.4% | +14.8% | -11.4% | +4.7% |
| 3M | -12.8% | +6.2% | -19.0% | -11.5% |
| 6M | +131.5% | +4.3% | +127.2% | +132.4% |
| YTD | +170.5% | +14.4% | +156.1% | +170.6% |
| 1Y | +248.8% | +21.3% | +227.4% | +263.1% |
| All | +248.8% | +22.7% | +226.1% | +263.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 1y: compounded portfolio wealth divided by compounded AR 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…
1y analysis · Full analysis span regression · 6 months rolling