+543.2%
NBIS vs AS
+60.0%
+483.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -2.9% | -14.0% | -15.4% |
| 7D | +6.9% | -3.6% | +10.5% | +9.1% |
| 30D | -37.8% | +3.4% | -41.2% | -39.0% |
| 3M | -50.4% | -8.6% | -41.8% | -48.5% |
| 6M | -28.2% | -10.0% | -18.1% | -26.9% |
| YTD | +53.7% | -19.2% | +72.9% | +65.6% |
| 1Y | +36.3% | -3.8% | +40.1% | +31.9% |
| All | +543.2% | +60.0% | +483.2% | +265.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling