+30.7%
NBIS vs AR
+11.3%
+19.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.1% | -10.0% | -9.9% |
| 7D | -10.5% | +7.4% | -17.9% | -9.8% |
| 30D | -37.7% | +5.8% | -43.5% | -36.8% |
| 3M | -54.6% | +5.2% | -59.8% | -53.8% |
| 6M | -44.1% | +5.4% | -49.5% | -42.8% |
| YTD | +38.4% | +12.4% | +26.0% | +38.1% |
| 1Y | +30.7% | +12.8% | +17.9% | +30.1% |
| All | +30.7% | +11.3% | +19.4% | +30.1% |
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