+63.9%
NBIS vs AXP
-12.0%
+75.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.1% | +15.5% | +15.5% |
| 7D | +9.3% | -2.9% | +12.2% | +11.5% |
| 30D | -26.4% | +3.7% | -30.1% | -28.1% |
| 3M | -19.9% | -4.9% | -15.0% | -17.2% |
| 6M | -16.9% | +4.1% | -20.9% | -19.2% |
| YTD | +84.8% | -11.7% | +96.5% | +91.0% |
| All | +63.9% | -12.0% | +75.9% | +71.3% |
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