+1,040.6%
NBIS vs AR
+44.6%
+996.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.1% | -5.2% | -5.1% |
| 7D | +8.3% | -1.3% | +9.6% | +8.8% |
| 30D | +18.1% | +3.5% | +14.5% | +16.2% |
| 3M | +7.8% | +9.9% | -2.1% | +2.4% |
| 6M | +136.6% | +4.5% | +132.0% | +127.4% |
| YTD | +172.5% | +13.7% | +158.8% | +144.2% |
| 1Y | +144.3% | +19.2% | +125.0% | +108.6% |
| All | +1,040.6% | +44.6% | +996.0% | +968.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling