+547.5%
NBIS vs ARM
+14.7%
+532.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +4.7% | +2.8% | +4.3% |
| 7D | -16.0% | -15.2% | -0.8% | -5.1% |
| 30D | -45.4% | -40.7% | -4.7% | -21.0% |
| 3M | -31.8% | -39.1% | +7.3% | -5.5% |
| 6M | -33.6% | -26.4% | -7.2% | -20.2% |
| YTD | +54.7% | +59.7% | -5.0% | -2.6% |
| 1Y | +18.3% | +10.3% | +8.0% | +0.4% |
| All | +547.5% | +14.7% | +532.7% | +431.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARM.
Daily Out/Under-Performance
Portfolio return minus ARM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARM 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 5y: compounded portfolio wealth divided by compounded ARM 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…
5y analysis · Full analysis span regression · 6 months rolling