+1,119.4%
NBIS vs AR
+44.3%
+1,075.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.8% | +8.6% | +8.0% |
| 7D | +22.2% | -1.8% | +24.1% | +23.0% |
| 30D | +29.7% | +12.6% | +17.2% | +23.3% |
| 3M | +11.9% | +10.0% | +1.8% | +6.2% |
| 6M | +173.0% | +0.6% | +172.4% | +167.2% |
| YTD | +191.4% | +13.4% | +177.9% | +161.3% |
| 1Y | +280.7% | +21.7% | +259.0% | +220.0% |
| All | +1,119.4% | +44.3% | +1,075.1% | +1,043.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling