+28.6%
NBIS vs AS
+8.1%
+20.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.1% | +6.1% | +8.4% |
| 7D | 0.0% | +5.8% | -5.8% | -1.2% |
| 30D | -36.0% | +15.4% | -51.4% | -38.4% |
| 3M | -24.7% | -11.9% | -12.9% | -21.4% |
| 6M | -20.1% | -9.9% | -10.2% | -18.1% |
| YTD | +69.0% | -13.1% | +82.1% | +71.7% |
| All | +28.6% | +8.1% | +20.6% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling