+547.5%
NBIS vs AR
+33.2%
+514.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.8% | +8.4% | +7.9% |
| 7D | -16.0% | -14.3% | -1.7% | -11.3% |
| 30D | -45.4% | +1.4% | -46.8% | -45.8% |
| 3M | -31.8% | +3.4% | -35.2% | -33.4% |
| 6M | -33.6% | -2.1% | -31.6% | -34.1% |
| YTD | +54.7% | +4.7% | +50.0% | +42.2% |
| 1Y | +18.3% | +10.6% | +7.7% | +4.8% |
| All | +547.5% | +33.2% | +514.3% | +522.3% |
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