+28.0%
NBIS vs AU
+42.5%
-14.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +8.0% | -14.7% | -9.3% |
| 7D | -22.4% | +0.8% | -23.1% | -22.6% |
| 30D | -39.1% | -7.0% | -32.2% | -37.7% |
| 3M | -37.3% | +8.5% | -45.9% | -39.8% |
| 6M | -19.8% | -1.3% | -18.5% | -21.9% |
| YTD | +69.1% | +6.8% | +62.3% | +52.5% |
| 1Y | +28.0% | +44.6% | -16.6% | +0.5% |
| All | +28.0% | +42.5% | -14.5% | +0.5% |
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