+673.5%
NBIS vs AVAV
-42.9%
+716.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.7% | +14.7% | +15.1% |
| 7D | +9.3% | +9.9% | -0.6% | +5.6% |
| 30D | -26.4% | -5.4% | -21.0% | -24.5% |
| 3M | -19.9% | -36.5% | +16.6% | -4.6% |
| 6M | -16.9% | -25.3% | +8.4% | -9.7% |
| YTD | +84.8% | -48.6% | +133.4% | +128.3% |
| 1Y | +51.3% | -62.1% | +113.4% | +112.1% |
| All | +673.5% | -42.9% | +716.3% | +768.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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