+1,022.8%
NBIS vs HRB
-21.2%
+1,043.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.4% |
| 7D | -0.8% | -8.0% | +7.2% | -2.5% |
| 30D | -13.4% | -16.0% | +2.6% | -16.2% |
| 3M | +1.0% | +26.9% | -25.8% | +11.6% |
| 6M | +100.5% | +51.1% | +49.4% | +131.3% |
| YTD | +168.3% | +7.1% | +161.2% | +182.1% |
| 1Y | +151.8% | -9.6% | +161.4% | +153.3% |
| All | +1,022.8% | -21.2% | +1,043.9% | +1,074.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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