+1,119.4%
NBIS vs AS
+52.0%
+1,067.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.8% | +10.6% | +9.2% |
| 7D | +22.2% | -2.6% | +24.8% | +23.7% |
| 30D | +29.7% | -22.1% | +51.9% | +46.5% |
| 3M | +11.9% | -15.3% | +27.2% | +18.6% |
| 6M | +173.0% | -15.6% | +188.6% | +186.1% |
| YTD | +191.4% | -23.2% | +214.5% | +223.9% |
| 1Y | +280.7% | -21.7% | +302.4% | +312.2% |
| All | +1,119.4% | +52.0% | +1,067.4% | +614.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 10y: compounded portfolio wealth divided by compounded AS 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…
10y analysis · Full analysis span regression · 6 months rolling