+570.0%
NBIS vs AVAV
-43.3%
+613.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.7% | -2.5% | -4.1% |
| 7D | -11.6% | 0.0% | -11.6% | -11.4% |
| 30D | -39.4% | -9.9% | -29.5% | -36.6% |
| 3M | -27.2% | -34.7% | +7.5% | -14.2% |
| 6M | -24.3% | -26.6% | +2.3% | -17.2% |
| YTD | +60.1% | -48.9% | +109.0% | +98.3% |
| 1Y | +21.9% | -63.0% | +84.9% | +72.6% |
| All | +570.0% | -43.3% | +613.3% | +654.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling