+248.8%
NBIS vs AXP
+1.4%
+247.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.1% | +8.6% | +8.0% |
| 7D | +8.2% | -2.1% | +10.3% | +9.4% |
| 30D | +3.4% | -6.5% | +9.9% | +7.1% |
| 3M | -12.8% | +4.6% | -17.5% | -14.1% |
| 6M | +131.5% | +5.4% | +126.1% | +127.0% |
| YTD | +170.5% | -11.1% | +181.6% | +170.5% |
| 1Y | +248.8% | -0.3% | +249.1% | +287.0% |
| All | +248.8% | +1.4% | +247.3% | +287.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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