+248.8%
NBIS vs AU
+100.5%
+148.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.3% | +9.8% | +8.1% |
| 7D | +8.2% | -3.6% | +11.9% | +9.3% |
| 30D | +3.4% | +23.9% | -20.5% | -3.6% |
| 3M | -12.8% | +19.1% | -31.9% | -18.6% |
| 6M | +131.5% | -0.2% | +131.7% | +123.7% |
| YTD | +170.5% | +32.5% | +138.0% | +140.3% |
| 1Y | +248.8% | +96.9% | +151.8% | +284.8% |
| All | +248.8% | +100.5% | +148.3% | +284.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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