-28.2%
NBIS vs AR
+4.7%
-32.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | +1.3% | -18.1% | -16.7% |
| 7D | +6.9% | +6.4% | +0.5% | +7.8% |
| 30D | -37.8% | +3.1% | -40.9% | -36.4% |
| 3M | -50.4% | +3.3% | -53.7% | -49.0% |
| 6M | -28.2% | +6.6% | -34.7% | -22.1% |
| All | -28.2% | +4.7% | -32.9% | -22.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling