+1,119.4%
NBIS vs HRB
-19.8%
+1,139.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -6.5% | +14.2% | +6.3% |
| 7D | +22.2% | -9.1% | +31.3% | +20.0% |
| 30D | +29.7% | +0.3% | +29.5% | +29.6% |
| 3M | +11.9% | +23.4% | -11.5% | +22.7% |
| 6M | +173.0% | +45.1% | +127.9% | +214.2% |
| YTD | +191.4% | +8.9% | +182.5% | +207.5% |
| 1Y | +280.7% | -7.9% | +288.6% | +285.7% |
| All | +1,119.4% | -19.8% | +1,139.2% | +1,180.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling