+28.0%
NBIS vs RACE
+10.6%
+17.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.3% | -10.9% | -7.2% |
| 7D | -22.4% | +9.9% | -32.3% | -23.4% |
| 30D | -39.1% | +12.8% | -51.9% | -40.1% |
| 3M | -37.3% | +7.4% | -44.7% | -38.0% |
| 6M | -19.8% | +27.6% | -47.4% | -22.7% |
| YTD | +69.1% | +18.4% | +50.7% | +63.6% |
| 1Y | +28.0% | +9.5% | +18.5% | +18.3% |
| All | +28.0% | +10.6% | +17.5% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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